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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 | $10,361 | $202,460-94.9% | $169,385-93.9% | $139,456-92.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 24.56% | 532.07%-507.5pp | 405.82%-381.3pp | 373.45%-348.9pp |
| Employer contribution / active EE | $2,879 | $4,691-38.6% | $4,012-28.2% | $4,753-39.4% |
| Participant deferral / active EE | $3,412 | $6,938-50.8% | $6,221-45.1% | $6,711-49.2% |
| Admin fee / account holder | $52 | $10,719-99.5% | $9,011-99.4% | $11,407-99.5% |