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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 | $16,181 | $232,540-93.0% | $185,117-91.3% | $147,586-89.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.65% | 43.03%-27.4pp | 40.50%-24.8pp | 578.59%-562.9pp |
| Employer contribution / active EE | $5,967 | $5,195+14.9% | $4,182+42.7% | $4,876+22.4% |
| Participant deferral / active EE | $6,277 | $5,834+7.6% | $5,045+24.4% | $5,439+15.4% |
| Admin fee / account holder | $51 | $10,275-99.5% | $8,159-99.4% | $10,886-99.5% |