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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 | $20,791 | $165,381-87.4% | $149,730-86.1% | $158,966-86.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.47% | 348.29%-322.8pp | 276.70%-251.2pp | 302.95%-277.5pp |
| Employer contribution / active EE | $3,434 | $5,104-32.7% | $4,645-26.1% | $4,762-27.9% |
| Participant deferral / active EE | $7,431 | $7,182+3.5% | $6,843+8.6% | $5,983+24.2% |
| Admin fee / account holder | $16 | $10,809-99.9% | $9,310-99.8% | $11,250-99.9% |