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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 | $13,587 | $165,399-91.8% | $149,745-90.9% | $158,982-91.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.15% | 348.34%-327.2pp | 276.72%-255.6pp | 302.99%-281.8pp |
| Employer contribution / active EE | $2,523 | $5,105-50.6% | $4,646-45.7% | $4,763-47.0% |
| Participant deferral / active EE | $3,720 | $7,183-48.2% | $6,843-45.6% | $5,983-37.8% |
| Admin fee / account holder | $217 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |