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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 | $15,309 | $232,540-93.4% | $185,117-91.7% | $147,585-89.6% |
| Participation rate | 91.7% | 82.4%+9.3pp | 77.3%+14.4pp | 82.8%+8.8pp |
| Annual return | 17.07% | 43.03%-26.0pp | 40.50%-23.4pp | 578.58%-561.5pp |
| Employer contribution / active EE | $2,966 | $5,195-42.9% | $4,182-29.1% | $4,876-39.2% |
| Participant deferral / active EE | $2,573 | $5,834-55.9% | $5,045-49.0% | $5,439-52.7% |
| Admin fee / account holder | $39 | $10,275-99.6% | $8,159-99.5% | $10,886-99.6% |