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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 | $19,585 | $127,387-84.6% | $115,038-83.0% | $125,389-84.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 267.15% | 31.28%+235.9pp | 26.14%+241.0pp | 282.24%-15.1pp |
| Employer contribution / active EE | $7,075 | $5,166+37.0% | $4,608+53.5% | $4,866+45.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $48 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |