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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 | $31,265 | $196,972-84.1% | $182,262-82.8% | $198,609-84.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.56% | 158.27%-134.7pp | 140.60%-117.0pp | 202.70%-179.1pp |
| Employer contribution / active EE | $3,831 | $5,364-28.6% | $5,046-24.1% | $5,055-24.2% |
| Participant deferral / active EE | $9,070 | $8,643+4.9% | $8,276+9.6% | $6,977+30.0% |
| Admin fee / account holder | $33 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |