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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 | $28,067 | $198,457-85.9% | $170,435-83.5% | $147,586-81.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.28% | 257.30%-244.0pp | 205.94%-192.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $3,816 | $6,183-38.3% | $5,432-29.8% | $4,876-21.7% |
| Participant deferral / active EE | $3,576 | $5,629-36.5% | $4,939-27.6% | $5,439-34.3% |
| Admin fee / account holder | $138 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |