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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,566 | $209,425-95.9% | $178,499-95.2% | $158,966-94.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.73% | 188.80%-170.1pp | 151.10%-132.4pp | 302.95%-284.2pp |
| Employer contribution / active EE | $2,352 | $5,707-58.8% | $5,011-53.1% | $4,762-50.6% |
| Participant deferral / active EE | $2,053 | $5,955-65.5% | $5,202-60.5% | $5,983-65.7% |
| Admin fee / account holder | $9 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |