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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 | $19,728 | $68,398-71.2% | $94,664-79.2% | $75,173-73.8% |
| Participation rate | 97.2% | 76.1%+21.1pp | 80.8%+16.4pp | 67.2%+30.0pp |
| Annual return | 29.95% | 616.72%-586.8pp | 156.84%-126.9pp | 160.72%-130.8pp |
| Employer contribution / active EE | $2,542 | $2,701-5.9% | $3,673-30.8% | $2,671-4.8% |
| Participant deferral / active EE | $5,628 | $6,537-13.9% | $7,417-24.1% | $4,126+36.4% |
| Admin fee / account holder | $213 | $5,324-96.0% | $7,222-97.0% | $5,651-96.2% |