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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 | $17,341 | $165,361-89.5% | $149,715-88.4% | $158,950-89.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.06% | 348.24%-321.2pp | 276.66%-249.6pp | 302.91%-275.8pp |
| Employer contribution / active EE | $2,336 | $5,103-54.2% | $4,645-49.7% | $4,762-50.9% |
| Participant deferral / active EE | $5,192 | $7,182-27.7% | $6,842-24.1% | $5,983-13.2% |
| Admin fee / account holder | $224 | $10,808-97.9% | $9,310-97.6% | $11,248-98.0% |