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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 | $9,485 | $202,440-95.3% | $169,390-94.4% | $139,466-93.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 23.09% | 532.36%-509.3pp | 406.07%-383.0pp | 373.66%-350.6pp |
| Employer contribution / active EE | $2,096 | $4,693-55.3% | $4,013-47.8% | $4,754-55.9% |
| Participant deferral / active EE | $3,267 | $6,940-52.9% | $6,222-47.5% | $6,712-51.3% |
| Admin fee / account holder | $70 | $10,722-99.4% | $9,015-99.2% | $11,409-99.4% |