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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 | $29,459 | $196,972-85.0% | $182,262-83.8% | $198,609-85.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 8.75% | 158.27%-149.5pp | 140.60%-131.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $4,790 | $5,364-10.7% | $5,046-5.1% | $5,055-5.3% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $192 | $18,429-99.0% | $16,712-98.9% | $19,030-99.0% |