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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 | $27,924 | $209,405-86.7% | $178,486-84.4% | $158,931-82.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.35% | 188.77%-177.4pp | 151.08%-139.7pp | 302.86%-291.5pp |
| Employer contribution / active EE | $1,700 | $5,707-70.2% | $5,011-66.1% | $4,761-64.3% |
| Participant deferral / active EE | $2,318 | $5,954-61.1% | $5,202-55.4% | $5,982-61.2% |
| Admin fee / account holder | $104 | $17,076-99.4% | $13,985-99.3% | $11,247-99.1% |