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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 | $32,043 | $196,972-83.7% | $182,262-82.4% | $198,609-83.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 25.32% | 158.27%-133.0pp | 140.60%-115.3pp | 202.70%-177.4pp |
| Employer contribution / active EE | $2,785 | $5,364-48.1% | $5,046-44.8% | $5,055-44.9% |
| Participant deferral / active EE | $9,538 | $8,643+10.4% | $8,276+15.2% | $6,977+36.7% |
| Admin fee / account holder | $78 | $18,429-99.6% | $16,712-99.5% | $19,030-99.6% |