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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 | $31,986 | $197,637-83.8% | $177,848-82.0% | $158,982-79.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.96% | 58.77%-28.8pp | 48.33%-18.4pp | 302.99%-273.0pp |
| Employer contribution / active EE | $1,547 | $6,698-76.9% | $5,919-73.9% | $4,763-67.5% |
| Participant deferral / active EE | $5,095 | $8,405-39.4% | $7,714-34.0% | $5,983-14.9% |
| Admin fee / account holder | $135 | $15,406-99.1% | $12,431-98.9% | $11,252-98.8% |