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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 | $28,874 | $227,399-87.3% | $189,758-84.8% | $198,609-85.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.55% | 61.03%-37.5pp | 52.62%-29.1pp | 202.70%-179.1pp |
| Employer contribution / active EE | $3,184 | $5,526-42.4% | $4,767-33.2% | $5,055-37.0% |
| Participant deferral / active EE | $3,400 | $6,837-50.3% | $5,856-41.9% | $6,977-51.3% |
| Admin fee / account holder | $28 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |