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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 | $12,648 | $165,381-92.4% | $149,730-91.6% | $158,966-92.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.57% | 348.29%-320.7pp | 276.70%-249.1pp | 302.95%-275.4pp |
| Employer contribution / active EE | $2,809 | $5,104-45.0% | $4,645-39.5% | $4,762-41.0% |
| Participant deferral / active EE | $2,975 | $7,182-58.6% | $6,843-56.5% | $5,983-50.3% |
| Admin fee / account holder | $53 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |