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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 | $14,995 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 46.71% | 74.59%-27.9pp | 66.58%-19.9pp | 220.34%-173.6pp |
| Employer contribution / active EE | $2,936 | $4,804-38.9% | $4,554-35.5% | $4,156-29.4% |
| Participant deferral / active EE | $3,835 | $8,216-53.3% | $7,897-51.4% | $6,407-40.1% |
| Admin fee / account holder | $37 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |