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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 | $19,338 | $192,829-90.0% | $142,516-86.4% | $139,487-86.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 26.95% | 18.07%+8.9pp | 20.03%+6.9pp | 373.84%-346.9pp |
| Employer contribution / active EE | $2,748 | $5,808-52.7% | $4,849-43.3% | $4,755-42.2% |
| Participant deferral / active EE | $6,057 | $7,200-15.9% | $6,280-3.6% | $6,713-9.8% |
| Admin fee / account holder | $268 | $15,120-98.2% | $10,008-97.3% | $11,407-97.7% |