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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 | $19,620 | $165,361-88.1% | $149,715-86.9% | $158,950-87.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.45% | 348.24%-321.8pp | 276.66%-250.2pp | 302.91%-276.5pp |
| Employer contribution / active EE | $9,304 | $5,103+82.3% | $4,645+100.3% | $4,762+95.4% |
| Participant deferral / active EE | $3,941 | $7,182-45.1% | $6,842-42.4% | $5,983-34.1% |
| Admin fee / account holder | $177 | $10,808-98.4% | $9,310-98.1% | $11,248-98.4% |