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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 | $17,598 | $165,381-89.4% | $149,730-88.2% | $158,966-88.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.63% | 348.29%-312.7pp | 276.70%-241.1pp | 302.95%-267.3pp |
| Employer contribution / active EE | $3,183 | $5,104-37.6% | $4,645-31.5% | $4,762-33.2% |
| Participant deferral / active EE | $7,809 | $7,182+8.7% | $6,843+14.1% | $5,983+30.5% |
| Admin fee / account holder | $10 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |