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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 | $31,392 | $197,637-84.1% | $177,848-82.3% | $158,982-80.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.90% | 58.77%-24.9pp | 48.33%-14.4pp | 302.99%-269.1pp |
| Employer contribution / active EE | $5,283 | $6,698-21.1% | $5,919-10.7% | $4,763+10.9% |
| Participant deferral / active EE | $10,937 | $8,405+30.1% | $7,714+41.8% | $5,983+82.8% |
| Admin fee / account holder | $171 | $15,406-98.9% | $12,431-98.6% | $11,252-98.5% |