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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 | $27,080 | $197,625-86.3% | $177,840-84.8% | $158,966-83.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.51% | 58.76%-31.3pp | 48.32%-20.8pp | 302.95%-275.4pp |
| Employer contribution / active EE | $2,563 | $6,698-61.7% | $5,919-56.7% | $4,762-46.2% |
| Participant deferral / active EE | $11,538 | $8,405+37.3% | $7,714+49.6% | $5,983+92.8% |
| Admin fee / account holder | $238 | $15,405-98.5% | $12,431-98.1% | $11,250-97.9% |