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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 | $21,641 | $165,381-86.9% | $149,730-85.5% | $158,966-86.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.94% | 348.29%-317.4pp | 276.70%-245.8pp | 302.95%-272.0pp |
| Employer contribution / active EE | $5,870 | $5,104+15.0% | $4,645+26.4% | $4,762+23.3% |
| Participant deferral / active EE | $7,622 | $7,182+6.1% | $6,843+11.4% | $5,983+27.4% |
| Admin fee / account holder | $61 | $10,809-99.4% | $9,310-99.3% | $11,250-99.5% |