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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 | $8,268 | $112,935-92.7% | $90,970-90.9% | $158,966-94.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 25.67% | 215.79%-190.1pp | 134.58%-108.9pp | 302.95%-277.3pp |
| Employer contribution / active EE | $2,307 | $2,895-20.3% | $2,122+8.7% | $4,762-51.6% |
| Participant deferral / active EE | $4,775 | $4,129+15.6% | $3,373+41.5% | $5,983-20.2% |
| Admin fee / account holder | $275 | $8,045-96.6% | $5,960-95.4% | $11,250-97.6% |