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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 | $31,273 | $227,399-86.2% | $189,758-83.5% | $198,609-84.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.26% | 61.03%-36.8pp | 52.62%-28.4pp | 202.70%-178.4pp |
| Employer contribution / active EE | $1,972 | $5,526-64.3% | $4,767-58.6% | $5,055-61.0% |
| Participant deferral / active EE | $12,200 | $6,837+78.4% | $5,856+108.3% | $6,977+74.9% |
| Admin fee / account holder | $158 | $25,162-99.4% | $20,388-99.2% | $19,030-99.2% |