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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 | $20,604 | $217,432-90.5% | $185,849-88.9% | $167,536-87.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.09% | 148.42%-134.3pp | 122.10%-108.0pp | 478.82%-464.7pp |
| Employer contribution / active EE | $3,380 | $5,875-42.5% | $5,169-34.6% | $4,839-30.1% |
| Participant deferral / active EE | $3,987 | $6,357-37.3% | $5,569-28.4% | $6,342-37.1% |
| Admin fee / account holder | $143 | $19,818-99.3% | $16,244-99.1% | $12,315-98.8% |