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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 | $20,874 | $152,619-86.3% | $125,195-83.3% | $152,909-86.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 25.02% | 54.85%-29.8pp | 43.79%-18.8pp | 345.46%-320.4pp |
| Employer contribution / active EE | $4,313 | $4,947-12.8% | $3,866+11.6% | $4,764-9.5% |
| Participant deferral / active EE | $5,786 | $5,869-1.4% | $4,937+17.2% | $5,851-1.1% |
| Admin fee / account holder | $241 | $13,437-98.2% | $9,704-97.5% | $11,601-97.9% |