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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 | $8,450 | $175,231-95.2% | $149,696-94.4% | $139,466-93.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.67% | 166.77%-143.1pp | 134.46%-110.8pp | 373.66%-350.0pp |
| Employer contribution / active EE | $1,390 | $5,478-74.6% | $4,821-71.2% | $4,754-70.8% |
| Participant deferral / active EE | $2,555 | $6,521-60.8% | $5,682-55.0% | $6,712-61.9% |
| Admin fee / account holder | $56 | $16,155-99.7% | $13,212-99.6% | $11,409-99.5% |