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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 | $10,024 | $148,623-93.3% | $135,974-92.6% | $139,466-92.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.07% | 79.30%-53.2pp | 68.30%-42.2pp | 373.66%-347.6pp |
| Employer contribution / active EE | $3,600 | $5,246-31.4% | $4,859-25.9% | $4,754-24.3% |
| Participant deferral / active EE | $5,400 | $8,103-33.4% | $7,760-30.4% | $6,712-19.5% |
| Admin fee / account holder | $44 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |