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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 | $19,173 | $135,956-85.9% | $123,894-84.5% | $273,972-93.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19.44% | 56.63%-37.2pp | 47.52%-28.1pp | 41.46%-22.0pp |
| Employer contribution / active EE | $3,803 | $5,170-26.4% | $4,617-17.6% | $4,869-21.9% |
| Participant deferral / active EE | $9,097 | $6,343+43.4% | $5,984+52.0% | $5,287+72.0% |
| Admin fee / account holder | $275 | $9,817-97.2% | $8,357-96.7% | $10,133-97.3% |