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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 | $8,968 | $202,463-95.6% | $169,397-94.7% | $139,487-93.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 35.27% | 532.64%-497.4pp | 406.23%-371.0pp | 373.84%-338.6pp |
| Employer contribution / active EE | $3,480 | $4,694-25.9% | $4,013-13.3% | $4,755-26.8% |
| Participant deferral / active EE | $3,934 | $6,941-43.3% | $6,223-36.8% | $6,713-41.4% |
| Admin fee / account holder | $25 | $10,726-99.8% | $9,017-99.7% | $11,407-99.8% |