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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 | $10,051 | $148,623-93.2% | $135,974-92.6% | $139,466-92.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.48% | 79.30%-36.8pp | 68.30%-25.8pp | 373.66%-331.2pp |
| Employer contribution / active EE | $3,565 | $5,246-32.1% | $4,859-26.6% | $4,754-25.0% |
| Participant deferral / active EE | $4,630 | $8,103-42.9% | $7,760-40.3% | $6,712-31.0% |
| Admin fee / account holder | $4 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |