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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 | $17,114 | $142,426-88.0% | $115,167-85.1% | $152,909-88.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 24.15% | 41.48%-17.3pp | 35.60%-11.5pp | 345.46%-321.3pp |
| Employer contribution / active EE | $7,993 | $4,011+99.3% | $3,179+151.4% | $4,764+67.8% |
| Participant deferral / active EE | $5,754 | $5,165+11.4% | $4,169+38.0% | $5,851-1.7% |
| Admin fee / account holder | $273 | $8,464-96.8% | $7,089-96.2% | $11,601-97.6% |