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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 | $8,987 | $134,817-93.3% | $123,973-92.8% | $155,188-94.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.27% | 515.49%-495.2pp | 388.13%-367.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,458 | $4,425-67.0% | $4,126-64.7% | $4,248-65.7% |
| Participant deferral / active EE | $1,779 | $5,706-68.8% | $5,247-66.1% | $6,531-72.8% |
| Admin fee / account holder | $147 | $13,245-98.9% | $11,799-98.8% | $14,480-99.0% |