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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 | $27,492 | $209,425-86.9% | $178,499-84.6% | $158,966-82.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.30% | 188.80%-170.5pp | 151.10%-132.8pp | 302.95%-284.6pp |
| Employer contribution / active EE | $2,877 | $5,707-49.6% | $5,011-42.6% | $4,762-39.6% |
| Participant deferral / active EE | $11,442 | $5,955+92.1% | $5,202+119.9% | $5,983+91.2% |
| Admin fee / account holder | $181 | $17,078-98.9% | $13,986-98.7% | $11,250-98.4% |