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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 | $227,399-95.8% | $189,758-94.9% | $198,609-95.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 34.73% | 61.03%-26.3pp | 52.62%-17.9pp | 202.70%-168.0pp |
| Employer contribution / active EE | $2,422 | $5,526-56.2% | $4,767-49.2% | $5,055-52.1% |
| Participant deferral / active EE | $3,674 | $6,837-46.3% | $5,856-37.3% | $6,977-47.3% |
| Admin fee / account holder | $55 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |