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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 | $26,735 | $227,399-88.2% | $189,758-85.9% | $198,609-86.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.96% | 61.03%-43.1pp | 52.62%-34.7pp | 202.70%-184.7pp |
| Employer contribution / active EE | $4,458 | $5,526-19.3% | $4,767-6.5% | $5,055-11.8% |
| Participant deferral / active EE | $4,268 | $6,837-37.6% | $5,856-27.1% | $6,977-38.8% |
| Admin fee / account holder | $156 | $25,162-99.4% | $20,388-99.2% | $19,030-99.2% |