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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 | $16,329 | $161,352-89.9% | $134,172-87.8% | $137,256-88.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 20.01% | 28.72%-8.7pp | 25.30%-5.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $916 | $4,099-77.7% | $3,420-73.2% | $4,156-78.0% |
| Participant deferral / active EE | $6,425 | $5,552+15.7% | $4,690+37.0% | $6,407+0.3% |
| Admin fee / account holder | $292 | $15,028-98.1% | $12,016-97.6% | $12,270-97.6% |