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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 | $30,464 | $196,972-84.5% | $182,262-83.3% | $198,609-84.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.94% | 158.27%-135.3pp | 140.60%-117.7pp | 202.70%-179.8pp |
| Employer contribution / active EE | $2,206 | $5,364-58.9% | $5,046-56.3% | $5,055-56.4% |
| Participant deferral / active EE | $7,179 | $8,643-16.9% | $8,276-13.3% | $6,977+2.9% |
| Admin fee / account holder | $59 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |