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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 | $17,652 | $104,251-83.1% | $91,004-80.6% | $147,586-88.0% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 26.74% | 27.06%-0.3pp | 4.60%+22.1pp | 578.59%-551.9pp |
| Employer contribution / active EE | $1,703 | $3,116-45.3% | $2,456-30.6% | $4,876-65.1% |
| Participant deferral / active EE | $7,760 | $4,195+85.0% | $3,548+118.7% | $5,439+42.7% |
| Admin fee / account holder | $57 | $8,948-99.4% | $5,417-99.0% | $10,886-99.5% |