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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 | $9,731 | $175,231-94.4% | $149,696-93.5% | $139,466-93.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 34.04% | 166.77%-132.7pp | 134.46%-100.4pp | 373.66%-339.6pp |
| Employer contribution / active EE | $3,688 | $5,478-32.7% | $4,821-23.5% | $4,754-22.4% |
| Participant deferral / active EE | $3,259 | $6,521-50.0% | $5,682-42.6% | $6,712-51.4% |
| Admin fee / account holder | $152 | $16,155-99.1% | $13,212-98.8% | $11,409-98.7% |