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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 | $7,964 | $185,312-95.7% | $161,489-95.1% | $154,746-94.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 75.03% | 103.84%-28.8pp | 89.72%-14.7pp | 172.34%-97.3pp |
| Employer contribution / active EE | $1,215 | $4,769-74.5% | $4,268-71.5% | $4,379-72.3% |
| Participant deferral / active EE | $20,829 | $6,350+228.0% | $5,630+270.0% | $6,730+209.5% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |