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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 | $29,803 | $196,972-84.9% | $182,262-83.6% | $198,609-85.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.20% | 158.27%-137.1pp | 140.60%-119.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $4,398 | $5,364-18.0% | $5,046-12.8% | $5,055-13.0% |
| Participant deferral / active EE | $6,596 | $8,643-23.7% | $8,276-20.3% | $6,977-5.5% |
| Admin fee / account holder | $83 | $18,429-99.5% | $16,712-99.5% | $19,030-99.6% |