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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 | $15,996 | $197,603-91.9% | $177,827-91.0% | $158,950-89.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.10% | 58.76%-44.7pp | 48.32%-34.2pp | 302.91%-288.8pp |
| Employer contribution / active EE | $2,567 | $6,698-61.7% | $5,918-56.6% | $4,762-46.1% |
| Participant deferral / active EE | $10,586 | $8,404+26.0% | $7,713+37.2% | $5,983+76.9% |
| Admin fee / account holder | $78 | $15,402-99.5% | $12,429-99.4% | $11,248-99.3% |