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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 | $24,337 | $227,399-89.3% | $189,758-87.2% | $198,609-87.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 34.79% | 61.03%-26.2pp | 52.62%-17.8pp | 202.70%-167.9pp |
| Employer contribution / active EE | $1,661 | $5,526-69.9% | $4,767-65.2% | $5,055-67.1% |
| Participant deferral / active EE | $9,184 | $6,837+34.3% | $5,856+56.8% | $6,977+31.6% |
| Admin fee / account holder | $156 | $25,162-99.4% | $20,388-99.2% | $19,030-99.2% |