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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 | $28,786 | $162,785-82.3% | $133,959-78.5% | $158,950-81.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 33.10% | 41.94%-8.8pp | 45.09%-12.0pp | 302.91%-269.8pp |
| Employer contribution / active EE | $2,567 | $4,975-48.4% | $3,919-34.5% | $4,762-46.1% |
| Participant deferral / active EE | $12,407 | $5,910+109.9% | $5,047+145.8% | $5,983+107.4% |
| Admin fee / account holder | $20 | $11,738-99.8% | $8,928-99.8% | $11,248-99.8% |