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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 | $10,169 | $160,040-93.6% | $147,096-93.1% | $145,877-93.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.95% | 98.49%-82.5pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,845 | $5,289-65.1% | $4,936-62.6% | $4,663-60.4% |
| Participant deferral / active EE | $3,785 | $8,429-55.1% | $8,071-53.1% | $6,691-43.4% |
| Admin fee / account holder | $224 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |