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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 | $20,175 | $165,361-87.8% | $149,715-86.5% | $158,950-87.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.53% | 348.24%-310.7pp | 276.66%-239.1pp | 302.91%-265.4pp |
| Employer contribution / active EE | $2,003 | $5,103-60.7% | $4,645-56.9% | $4,762-57.9% |
| Participant deferral / active EE | $8,292 | $7,182+15.5% | $6,842+21.2% | $5,983+38.6% |
| Admin fee / account holder | $61 | $10,808-99.4% | $9,310-99.3% | $11,248-99.5% |