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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 | $18,732 | $157,296-88.1% | $141,191-86.7% | $152,897-87.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.69% | 64.34%-31.6pp | 71.41%-38.7pp | 345.43%-312.7pp |
| Employer contribution / active EE | $5,795 | $5,262+10.1% | $4,736+22.4% | $4,764+21.6% |
| Participant deferral / active EE | $6,342 | $7,111-10.8% | $6,710-5.5% | $5,851+8.4% |
| Admin fee / account holder | $289 | $12,125-97.6% | $10,264-97.2% | $11,599-97.5% |