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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 | $17,635 | $165,361-89.3% | $149,715-88.2% | $158,950-88.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.49% | 348.24%-321.7pp | 276.66%-250.2pp | 302.91%-276.4pp |
| Employer contribution / active EE | $3,958 | $5,103-22.5% | $4,645-14.8% | $4,762-16.9% |
| Participant deferral / active EE | $7,072 | $7,182-1.5% | $6,842+3.4% | $5,983+18.2% |
| Admin fee / account holder | $37 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |