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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 | $21,287 | $165,399-87.1% | $149,745-85.8% | $158,982-86.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.31% | 348.34%-332.0pp | 276.72%-260.4pp | 302.99%-286.7pp |
| Employer contribution / active EE | $2,025 | $5,105-60.3% | $4,646-56.4% | $4,763-57.5% |
| Participant deferral / active EE | $8,667 | $7,183+20.7% | $6,843+26.6% | $5,983+44.8% |
| Admin fee / account holder | $101 | $10,811-99.1% | $9,312-98.9% | $11,252-99.1% |