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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 | $11,347 | $110,212-89.7% | $96,534-88.2% | $139,466-91.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 62.48% | 26.42%+36.1pp | 25.88%+36.6pp | 373.66%-311.2pp |
| Employer contribution / active EE | $3,438 | $3,620-5.0% | $2,965+15.9% | $4,754-27.7% |
| Participant deferral / active EE | $4,719 | $5,547-14.9% | $4,851-2.7% | $6,712-29.7% |
| Admin fee / account holder | $75 | $11,599-99.4% | $8,253-99.1% | $11,409-99.3% |