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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 | $20,433 | $176,105-88.4% | $159,474-87.2% | $167,536-87.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.35% | 331.91%-314.6pp | 263.68%-246.3pp | 478.82%-461.5pp |
| Employer contribution / active EE | $3,412 | $5,299-35.6% | $4,831-29.4% | $4,839-29.5% |
| Participant deferral / active EE | $6,895 | $7,751-11.0% | $7,353-6.2% | $6,342+8.7% |
| Admin fee / account holder | $93 | $12,559-99.3% | $10,802-99.1% | $12,315-99.2% |