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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 | $9,570 | $183,539-94.8% | $155,556-93.8% | $145,897-93.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 36.69% | 61.31%-24.6pp | 64.84%-28.1pp | 552.29%-515.6pp |
| Employer contribution / active EE | $1,220 | $5,315-77.0% | $4,675-73.9% | $4,663-73.8% |
| Participant deferral / active EE | $2,841 | $6,467-56.1% | $5,631-49.5% | $6,689-57.5% |
| Admin fee / account holder | $41 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |