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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 | $35,800 | $227,399-84.3% | $189,758-81.1% | $198,609-82.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.16% | 61.03%-38.9pp | 52.62%-30.5pp | 202.70%-180.5pp |
| Employer contribution / active EE | $1,804 | $5,526-67.4% | $4,767-62.2% | $5,055-64.3% |
| Participant deferral / active EE | $5,547 | $6,837-18.9% | $5,856-5.3% | $6,977-20.5% |
| Admin fee / account holder | $148 | $25,162-99.4% | $20,388-99.3% | $19,030-99.2% |