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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 | $20,057 | $196,972-89.8% | $182,262-89.0% | $198,609-89.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.06% | 158.27%-135.2pp | 140.60%-117.5pp | 202.70%-179.6pp |
| Employer contribution / active EE | $3,304 | $5,364-38.4% | $5,046-34.5% | $5,055-34.6% |
| Participant deferral / active EE | $5,970 | $8,643-30.9% | $8,276-27.9% | $6,977-14.4% |
| Admin fee / account holder | $57 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |