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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 | $17,968 | $228,352-92.1% | $185,835-90.3% | $158,966-88.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 39.07% | 40.81%-1.7pp | 35.96%+3.1pp | 302.95%-263.9pp |
| Employer contribution / active EE | $2,993 | $4,967-39.7% | $4,087-26.8% | $4,762-37.2% |
| Participant deferral / active EE | $6,885 | $6,416+7.3% | $5,633+22.2% | $5,983+15.1% |
| Admin fee / account holder | $180 | $11,867-98.5% | $9,502-98.1% | $11,250-98.4% |