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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 | $20,010 | $127,387-84.3% | $115,038-82.6% | $125,389-84.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 16.18% | 31.28%-15.1pp | 26.14%-10.0pp | 282.24%-266.1pp |
| Employer contribution / active EE | $6,314 | $5,166+22.2% | $4,608+37.0% | $4,866+29.8% |
| Participant deferral / active EE | $4,490 | $6,423-30.1% | $6,026-25.5% | $5,352-16.1% |
| Admin fee / account holder | $69 | $9,516-99.3% | $8,175-99.2% | $9,541-99.3% |