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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 | $20,710 | $165,399-87.5% | $149,745-86.2% | $158,982-87.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.99% | 348.34%-321.3pp | 276.72%-249.7pp | 302.99%-276.0pp |
| Employer contribution / active EE | $3,987 | $5,105-21.9% | $4,646-14.2% | $4,763-16.3% |
| Participant deferral / active EE | $7,561 | $7,183+5.3% | $6,843+10.5% | $5,983+26.4% |
| Admin fee / account holder | $21 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |