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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 | $33,118 | $227,399-85.4% | $189,758-82.5% | $198,609-83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.00% | 61.03%-48.0pp | 52.62%-39.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $1,769 | $5,526-68.0% | $4,767-62.9% | $5,055-65.0% |
| Participant deferral / active EE | $6,256 | $6,837-8.5% | $5,856+6.8% | $6,977-10.3% |
| Admin fee / account holder | $292 | $25,162-98.8% | $20,388-98.6% | $19,030-98.5% |