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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 | $29,260 | $289,211-89.9% | $260,467-88.8% | $198,609-85.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 21.95% | 112.90%-90.9pp | 100.60%-78.7pp | 202.70%-180.7pp |
| Employer contribution / active EE | $4,487 | $4,663-3.8% | $4,239+5.9% | $5,055-11.2% |
| Participant deferral / active EE | $5,319 | $6,812-21.9% | $6,319-15.8% | $6,977-23.8% |
| Admin fee / account holder | $65 | $16,236-99.6% | $15,461-99.6% | $19,030-99.7% |