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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 | $14,676 | $165,361-91.1% | $149,715-90.2% | $158,950-90.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 42.59% | 348.24%-305.7pp | 276.66%-234.1pp | 302.91%-260.3pp |
| Employer contribution / active EE | $2,731 | $5,103-46.5% | $4,645-41.2% | $4,762-42.6% |
| Participant deferral / active EE | $6,552 | $7,182-8.8% | $6,842-4.2% | $5,983+9.5% |
| Admin fee / account holder | $4 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |