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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 | $13,618 | $165,361-91.8% | $149,715-90.9% | $158,950-91.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.29% | 348.24%-321.9pp | 276.66%-250.4pp | 302.91%-276.6pp |
| Employer contribution / active EE | $4,669 | $5,103-8.5% | $4,645+0.5% | $4,762-2.0% |
| Participant deferral / active EE | $2,349 | $7,182-67.3% | $6,842-65.7% | $5,983-60.7% |
| Admin fee / account holder | $58 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |