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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 | $10,596 | $172,111-93.8% | $150,298-92.9% | $137,256-92.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 34.01% | 69.37%-35.4pp | 62.79%-28.8pp | 220.34%-186.3pp |
| Employer contribution / active EE | $5,235 | $4,636+12.9% | $4,154+26.0% | $4,156+26.0% |
| Participant deferral / active EE | $6,925 | $6,166+12.3% | $5,453+27.0% | $6,407+8.1% |
| Admin fee / account holder | $207 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |