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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 | $20,338 | $165,399-87.7% | $149,745-86.4% | $158,982-87.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.03% | 348.34%-311.3pp | 276.72%-239.7pp | 302.99%-266.0pp |
| Employer contribution / active EE | $3,214 | $5,105-37.0% | $4,646-30.8% | $4,763-32.5% |
| Participant deferral / active EE | $7,131 | $7,183-0.7% | $6,843+4.2% | $5,983+19.2% |
| Admin fee / account holder | $116 | $10,811-98.9% | $9,312-98.8% | $11,252-99.0% |