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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 | $11,784 | $209,428-94.4% | $178,498-93.4% | $158,950-92.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.27% | 188.78%-181.5pp | 151.09%-143.8pp | 302.91%-295.6pp |
| Employer contribution / active EE | $1,791 | $5,707-68.6% | $5,011-64.3% | $4,762-62.4% |
| Participant deferral / active EE | $2,117 | $5,955-64.5% | $5,202-59.3% | $5,983-64.6% |
| Admin fee / account holder | $84 | $17,077-99.5% | $13,985-99.4% | $11,248-99.3% |