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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 | $14,638 | $232,540-93.7% | $185,117-92.1% | $147,585-90.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.44% | 43.03%-22.6pp | 40.50%-20.1pp | 578.58%-558.1pp |
| Employer contribution / active EE | $3,995 | $5,195-23.1% | $4,182-4.5% | $4,876-18.1% |
| Participant deferral / active EE | $1,598 | $5,834-72.6% | $5,045-68.3% | $5,439-70.6% |
| Admin fee / account holder | $197 | $10,275-98.1% | $8,159-97.6% | $10,886-98.2% |