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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 | $26,354 | $198,457-86.7% | $170,435-84.5% | $147,586-82.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.82% | 257.30%-231.5pp | 205.94%-180.1pp | 578.59%-552.8pp |
| Employer contribution / active EE | $2,886 | $6,183-53.3% | $5,432-46.9% | $4,876-40.8% |
| Participant deferral / active EE | $3,362 | $5,629-40.3% | $4,939-31.9% | $5,439-38.2% |
| Admin fee / account holder | $171 | $16,852-99.0% | $13,881-98.8% | $10,886-98.4% |