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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 | $25,577 | $227,399-88.8% | $189,758-86.5% | $198,609-87.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.36% | 61.03%-38.7pp | 52.62%-30.3pp | 202.70%-180.3pp |
| Employer contribution / active EE | $2,729 | $5,526-50.6% | $4,767-42.8% | $5,055-46.0% |
| Participant deferral / active EE | $4,130 | $6,837-39.6% | $5,856-29.5% | $6,977-40.8% |
| Admin fee / account holder | $50 | $25,162-99.8% | $20,388-99.8% | $19,030-99.7% |