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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 | $20,802 | $196,972-89.4% | $182,262-88.6% | $198,609-89.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.02% | 158.27%-137.3pp | 140.60%-119.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $2,994 | $5,364-44.2% | $5,046-40.7% | $5,055-40.8% |
| Participant deferral / active EE | $8,085 | $8,643-6.5% | $8,276-2.3% | $6,977+15.9% |
| Admin fee / account holder | $49 | $18,429-99.7% | $16,712-99.7% | $19,030-99.7% |