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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 | $20,748 | $165,381-87.5% | $149,730-86.1% | $158,966-86.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.92% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.0pp |
| Employer contribution / active EE | $4,406 | $5,104-13.7% | $4,645-5.1% | $4,762-7.5% |
| Participant deferral / active EE | $3,454 | $7,182-51.9% | $6,843-49.5% | $5,983-42.3% |
| Admin fee / account holder | $121 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |