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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 | $9,697 | $185,856-94.8% | $170,028-94.3% | $139,456-93.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 55.73% | 60.52%-4.8pp | 53.39%+2.3pp | 373.45%-317.7pp |
| Employer contribution / active EE | $3,138 | $7,593-58.7% | $6,788-53.8% | $4,753-34.0% |
| Participant deferral / active EE | $3,809 | $11,623-67.2% | $10,409-63.4% | $6,711-43.3% |
| Admin fee / account holder | $12 | $15,387-99.9% | $12,820-99.9% | $11,407-99.9% |