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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 | $8,974 | $183,516-95.1% | $155,534-94.2% | $145,884-93.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.80% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,841 | $5,315-46.5% | $4,675-39.2% | $4,662-39.1% |
| Participant deferral / active EE | $2,992 | $6,467-53.7% | $5,630-46.9% | $6,690-55.3% |
| Admin fee / account holder | $125 | $19,293-99.4% | $15,900-99.2% | $13,392-99.1% |