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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 | $18,316 | $135,956-86.5% | $123,894-85.2% | $273,972-93.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 83.21% | 56.63%+26.6pp | 47.52%+35.7pp | 41.46%+41.8pp |
| Employer contribution / active EE | $2,234 | $5,170-56.8% | $4,617-51.6% | $4,869-54.1% |
| Participant deferral / active EE | $2,455 | $6,343-61.3% | $5,984-59.0% | $5,287-53.6% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |