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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 | $20,568 | $198,457-89.6% | $170,435-87.9% | $147,586-86.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.26% | 257.30%-233.0pp | 205.94%-181.7pp | 578.59%-554.3pp |
| Employer contribution / active EE | $1,864 | $6,183-69.9% | $5,432-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $5,790 | $5,629+2.9% | $4,939+17.2% | $5,439+6.5% |
| Admin fee / account holder | $107 | $16,852-99.4% | $13,881-99.2% | $10,886-99.0% |