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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 | $27,327 | $171,492-84.1% | $150,734-81.9% | $198,609-86.2% |
| Participation rate | 92.9% | 81.4%+11.4pp | 78.4%+14.4pp | 82.4%+10.5pp |
| Annual return | 30.93% | 804.70%-773.8pp | 600.81%-569.9pp | 202.70%-171.8pp |
| Employer contribution / active EE | $1,745 | $5,470-68.1% | $4,918-64.5% | $5,055-65.5% |
| Participant deferral / active EE | $5,736 | $6,259-8.4% | $5,610+2.3% | $6,977-17.8% |
| Admin fee / account holder | $134 | $17,628-99.2% | $14,905-99.1% | $19,030-99.3% |