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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 | $19,173 | $165,361-88.4% | $149,715-87.2% | $158,950-87.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.58% | 348.24%-315.7pp | 276.66%-244.1pp | 302.91%-270.3pp |
| Employer contribution / active EE | $2,853 | $5,103-44.1% | $4,645-38.6% | $4,762-40.1% |
| Participant deferral / active EE | $7,654 | $7,182+6.6% | $6,842+11.9% | $5,983+27.9% |
| Admin fee / account holder | $5 | $10,808-100.0% | $9,310-99.9% | $11,248-100.0% |