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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 | $23,105 | $196,972-88.3% | $182,262-87.3% | $198,609-88.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.52% | 158.27%-134.8pp | 140.60%-117.1pp | 202.70%-179.2pp |
| Employer contribution / active EE | $3,474 | $5,364-35.2% | $5,046-31.1% | $5,055-31.3% |
| Participant deferral / active EE | $8,738 | $8,643+1.1% | $8,276+5.6% | $6,977+25.2% |
| Admin fee / account holder | $253 | $18,429-98.6% | $16,712-98.5% | $19,030-98.7% |