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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 | $19,137 | $157,304-87.8% | $141,197-86.4% | $152,909-87.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.96% | 64.34%-42.4pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,282 | $5,263-75.6% | $4,736-72.9% | $4,764-73.1% |
| Participant deferral / active EE | $7,250 | $7,111+2.0% | $6,710+8.0% | $5,851+23.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |