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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 | $36,236 | $227,399-84.1% | $189,758-80.9% | $198,609-81.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.99% | 61.03%-40.0pp | 52.62%-31.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $3,814 | $5,526-31.0% | $4,767-20.0% | $5,055-24.6% |
| Participant deferral / active EE | $8,410 | $6,837+23.0% | $5,856+43.6% | $6,977+20.5% |
| Admin fee / account holder | $75 | $25,162-99.7% | $20,388-99.6% | $19,030-99.6% |