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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 | $28,137 | $227,399-87.6% | $189,758-85.2% | $198,609-85.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.21% | 61.03%-40.8pp | 52.62%-32.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $2,112 | $5,526-61.8% | $4,767-55.7% | $5,055-58.2% |
| Participant deferral / active EE | $4,668 | $6,837-31.7% | $5,856-20.3% | $6,977-33.1% |
| Admin fee / account holder | $57 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |