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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 | $165,399-89.3% | $149,745-88.2% | $158,982-88.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.49% | 348.34%-321.8pp | 276.72%-250.2pp | 302.99%-276.5pp |
| Employer contribution / active EE | $3,958 | $5,105-22.5% | $4,646-14.8% | $4,763-16.9% |
| Participant deferral / active EE | $7,072 | $7,183-1.5% | $6,843+3.3% | $5,983+18.2% |
| Admin fee / account holder | $37 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |