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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 | $37,523 | $227,399-83.5% | $189,758-80.2% | $198,609-81.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.70% | 61.03%-38.3pp | 52.62%-29.9pp | 202.70%-180.0pp |
| Employer contribution / active EE | $3,019 | $5,526-45.4% | $4,767-36.7% | $5,055-40.3% |
| Participant deferral / active EE | $7,423 | $6,837+8.6% | $5,856+26.8% | $6,977+6.4% |
| Admin fee / account holder | $70 | $25,162-99.7% | $20,388-99.7% | $19,030-99.6% |