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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 | $20,184 | $227,291-91.1% | $214,702-90.6% | $155,188-87.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 22.72% | 60.08%-37.4pp | 54.55%-31.8pp | 148.84%-126.1pp |
| Employer contribution / active EE | $6,558 | $6,772-3.2% | $6,461+1.5% | $4,248+54.4% |
| Participant deferral / active EE | $5,020 | $9,582-47.6% | $9,147-45.1% | $6,531-23.1% |
| Admin fee / account holder | $151 | $20,413-99.3% | $19,830-99.2% | $14,480-99.0% |