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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 | $9,188 | $180,749-94.9% | $160,784-94.3% | $137,256-93.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.05% | 2234.46%-2218.4pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $601 | $4,155-85.5% | $3,733-83.9% | $4,156-85.6% |
| Participant deferral / active EE | $2,352 | $6,844-65.6% | $6,293-62.6% | $6,407-63.3% |
| Admin fee / account holder | $102 | $10,397-99.0% | $9,717-99.0% | $12,270-99.2% |