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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 | $21,833 | $165,361-86.8% | $149,715-85.4% | $158,950-86.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.35% | 348.24%-306.9pp | 276.66%-235.3pp | 302.91%-261.6pp |
| Employer contribution / active EE | $3,020 | $5,103-40.8% | $4,645-35.0% | $4,762-36.6% |
| Participant deferral / active EE | $5,919 | $7,182-17.6% | $6,842-13.5% | $5,983-1.1% |
| Admin fee / account holder | $61 | $10,808-99.4% | $9,310-99.3% | $11,248-99.5% |