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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 | $29,924 | $227,291-86.8% | $214,702-86.1% | $155,188-80.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 17.99% | 60.08%-42.1pp | 54.55%-36.6pp | 148.84%-130.8pp |
| Employer contribution / active EE | $2,759 | $6,772-59.3% | $6,461-57.3% | $4,248-35.0% |
| Participant deferral / active EE | $3,449 | $9,582-64.0% | $9,147-62.3% | $6,531-47.2% |
| Admin fee / account holder | $60 | $20,413-99.7% | $19,830-99.7% | $14,480-99.6% |