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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 | $21,473 | $176,794-87.9% | $146,647-85.4% | $167,553-87.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.57% | 24.04%-7.5pp | 22.75%-6.2pp | 478.89%-462.3pp |
| Employer contribution / active EE | $8,382 | $5,161+62.4% | $4,137+102.6% | $4,840+73.2% |
| Participant deferral / active EE | $5,336 | $6,440-17.2% | $5,506-3.1% | $6,343-15.9% |
| Admin fee / account holder | $231 | $13,262-98.3% | $10,281-97.8% | $12,316-98.1% |