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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 | $20,050 | $165,399-87.9% | $149,745-86.6% | $158,982-87.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.94% | 348.34%-302.4pp | 276.72%-230.8pp | 302.99%-257.1pp |
| Employer contribution / active EE | $3,285 | $5,105-35.6% | $4,646-29.3% | $4,763-31.0% |
| Participant deferral / active EE | $7,883 | $7,183+9.8% | $6,843+15.2% | $5,983+31.7% |
| Admin fee / account holder | $151 | $10,811-98.6% | $9,312-98.4% | $11,252-98.7% |