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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 | $11,067 | $185,905-94.0% | $170,057-93.5% | $139,487-92.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.39% | 60.56%-41.2pp | 53.42%-34.0pp | 373.84%-354.4pp |
| Employer contribution / active EE | $3,019 | $7,597-60.3% | $6,790-55.5% | $4,755-36.5% |
| Participant deferral / active EE | $4,429 | $11,627-61.9% | $10,411-57.5% | $6,713-34.0% |
| Admin fee / account holder | $128 | $15,397-99.2% | $12,826-99.0% | $11,407-98.9% |