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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 | $9,918 | $183,539-94.6% | $155,556-93.6% | $145,897-93.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.87% | 61.31%-36.4pp | 64.84%-40.0pp | 552.29%-527.4pp |
| Employer contribution / active EE | $1,377 | $5,315-74.1% | $4,675-70.5% | $4,663-70.5% |
| Participant deferral / active EE | $3,142 | $6,467-51.4% | $5,631-44.2% | $6,689-53.0% |
| Admin fee / account holder | $18 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |