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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 | $12,819 | $165,381-92.2% | $149,730-91.4% | $158,966-91.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.55% | 348.29%-315.7pp | 276.70%-244.2pp | 302.95%-270.4pp |
| Employer contribution / active EE | $3,738 | $5,104-26.8% | $4,645-19.5% | $4,762-21.5% |
| Participant deferral / active EE | $3,987 | $7,182-44.5% | $6,843-41.7% | $5,983-33.4% |
| Admin fee / account holder | $166 | $10,809-98.5% | $9,310-98.2% | $11,250-98.5% |