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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 | $20,184 | $223,823-91.0% | $211,142-90.4% | $154,746-87.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.72% | 50.39%-27.7pp | 46.84%-24.1pp | 172.34%-149.6pp |
| Employer contribution / active EE | $6,558 | $6,787-3.4% | $6,442+1.8% | $4,379+49.8% |
| Participant deferral / active EE | $5,020 | $9,750-48.5% | $9,284-45.9% | $6,730-25.4% |
| Admin fee / account holder | $151 | $19,707-99.2% | $19,076-99.2% | $14,365-99.0% |