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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 | $25,181 | $168,635-85.1% | $147,617-82.9% | $125,389-79.9% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 0.72% | 77.65%-76.9pp | 61.98%-61.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,160 | $6,252-65.5% | $5,564-61.2% | $4,866-55.6% |
| Participant deferral / active EE | $2,111 | $5,507-61.7% | $4,895-56.9% | $5,352-60.6% |
| Admin fee / account holder | -$10 | $13,580-100.1% | $11,612-100.1% | $9,541-100.1% |