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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 | $18,159 | $201,344-91.0% | $184,243-90.1% | $145,877-87.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.09% | 29.01%-16.9pp | 28.82%-16.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,496 | $7,022-64.5% | $6,427-61.2% | $4,663-46.5% |
| Participant deferral / active EE | $5,334 | $9,807-45.6% | $9,132-41.6% | $6,691-20.3% |
| Admin fee / account holder | $174 | $16,382-98.9% | $13,914-98.7% | $13,402-98.7% |