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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 | $9,945 | $202,463-95.1% | $169,397-94.1% | $139,487-92.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 31.47% | 532.64%-501.2pp | 406.23%-374.8pp | 373.84%-342.4pp |
| Employer contribution / active EE | $1,197 | $4,694-74.5% | $4,013-70.2% | $4,755-74.8% |
| Participant deferral / active EE | $3,588 | $6,941-48.3% | $6,223-42.3% | $6,713-46.5% |
| Admin fee / account holder | $16 | $10,726-99.9% | $9,017-99.8% | $11,407-99.9% |