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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 | $10,829 | $109,411-90.1% | $89,435-87.9% | $158,982-93.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 26.84% | 345.68%-318.8pp | 245.55%-218.7pp | 302.99%-276.1pp |
| Employer contribution / active EE | $2,568 | $3,173-19.1% | $2,587-0.7% | $4,763-46.1% |
| Participant deferral / active EE | $6,757 | $4,600+46.9% | $3,890+73.7% | $5,983+12.9% |
| Admin fee / account holder | $134 | $6,159-97.8% | $4,884-97.3% | $11,252-98.8% |