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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 | $9,459 | $175,231-94.6% | $149,696-93.7% | $139,466-93.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.02% | 166.77%-131.7pp | 134.46%-99.4pp | 373.66%-338.6pp |
| Employer contribution / active EE | $1,348 | $5,478-75.4% | $4,821-72.0% | $4,754-71.6% |
| Participant deferral / active EE | $2,932 | $6,521-55.0% | $5,682-48.4% | $6,712-56.3% |
| Admin fee / account holder | $32 | $16,155-99.8% | $13,212-99.8% | $11,409-99.7% |