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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 | $20,191 | $135,956-85.1% | $123,894-83.7% | $273,972-92.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 22.89% | 56.63%-33.7pp | 47.52%-24.6pp | 41.46%-18.6pp |
| Employer contribution / active EE | $7,436 | $5,170+43.8% | $4,617+61.1% | $4,869+52.7% |
| Participant deferral / active EE | $7,541 | $6,343+18.9% | $5,984+26.0% | $5,287+42.6% |
| Admin fee / account holder | $23 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |