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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 | $24,074 | $196,972-87.8% | $182,262-86.8% | $198,609-87.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 24.75% | 158.27%-133.5pp | 140.60%-115.8pp | 202.70%-177.9pp |
| Employer contribution / active EE | $2,117 | $5,364-60.5% | $5,046-58.0% | $5,055-58.1% |
| Participant deferral / active EE | $5,367 | $8,643-37.9% | $8,276-35.2% | $6,977-23.1% |
| Admin fee / account holder | $238 | $18,429-98.7% | $16,712-98.6% | $19,030-98.7% |