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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 | $24,054 | $167,415-85.6% | $140,514-82.9% | $198,609-87.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 32.73% | 13.85%+18.9pp | 14.36%+18.4pp | 202.70%-170.0pp |
| Employer contribution / active EE | $2,910 | $4,088-28.8% | $3,378-13.9% | $5,055-42.4% |
| Participant deferral / active EE | $7,710 | $5,579+38.2% | $4,919+56.8% | $6,977+10.5% |
| Admin fee / account holder | $136 | $16,730-99.2% | $13,697-99.0% | $19,030-99.3% |