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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 | $16,774 | $176,105-90.5% | $159,474-89.5% | $167,536-90.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.94% | 331.91%-303.0pp | 263.68%-234.7pp | 478.82%-449.9pp |
| Employer contribution / active EE | $3,585 | $5,299-32.4% | $4,831-25.8% | $4,839-25.9% |
| Participant deferral / active EE | $3,320 | $7,751-57.2% | $7,353-54.8% | $6,342-47.7% |
| Admin fee / account holder | $11 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |