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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 | $20,032 | $228,395-91.2% | $185,861-89.2% | $158,982-87.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.69% | 40.82%-19.1pp | 35.96%-14.3pp | 302.99%-281.3pp |
| Employer contribution / active EE | $736 | $4,968-85.2% | $4,088-82.0% | $4,763-84.5% |
| Participant deferral / active EE | $4,114 | $6,417-35.9% | $5,634-27.0% | $5,983-31.2% |
| Admin fee / account holder | $158 | $11,869-98.7% | $9,503-98.3% | $11,252-98.6% |