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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 | $30,754 | $196,972-84.4% | $182,262-83.1% | $198,609-84.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.57% | 158.27%-137.7pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $2,713 | $5,364-49.4% | $5,046-46.2% | $5,055-46.3% |
| Participant deferral / active EE | $7,428 | $8,643-14.1% | $8,276-10.3% | $6,977+6.5% |
| Admin fee / account holder | $51 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |