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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 | $9,626 | $185,312-94.8% | $161,489-94.0% | $154,746-93.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 34.73% | 103.84%-69.1pp | 89.72%-55.0pp | 172.34%-137.6pp |
| Employer contribution / active EE | $2,422 | $4,769-49.2% | $4,268-43.3% | $4,379-44.7% |
| Participant deferral / active EE | $3,674 | $6,350-42.1% | $5,630-34.7% | $6,730-45.4% |
| Admin fee / account holder | $55 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |