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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 | $22,867 | $227,399-89.9% | $189,758-87.9% | $198,609-88.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 79.8%+6.9pp | 82.4%+4.3pp |
| Annual return | 10.52% | 61.03%-50.5pp | 52.62%-42.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $255 | $25,162-99.0% | $20,388-98.8% | $19,030-98.7% |