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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 | $20,545 | $227,399-91.0% | $189,758-89.2% | $198,609-89.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.50% | 61.03%-50.5pp | 52.62%-42.1pp | 202.70%-192.2pp |
| Employer contribution / active EE | $1,794 | $5,526-67.5% | $4,767-62.4% | $5,055-64.5% |
| Participant deferral / active EE | $5,066 | $6,837-25.9% | $5,856-13.5% | $6,977-27.4% |
| Admin fee / account holder | $297 | $25,162-98.8% | $20,388-98.5% | $19,030-98.4% |