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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 | $21,970 | $228,352-90.4% | $185,827-88.2% | $158,950-86.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 28.10% | 40.81%-12.7pp | 35.96%-7.9pp | 302.91%-274.8pp |
| Employer contribution / active EE | $2,218 | $4,967-55.3% | $4,087-45.7% | $4,762-53.4% |
| Participant deferral / active EE | $7,834 | $6,416+22.1% | $5,633+39.1% | $5,983+30.9% |
| Admin fee / account holder | $32 | $11,867-99.7% | $9,502-99.7% | $11,248-99.7% |