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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 | $17,054 | $165,381-89.7% | $149,730-88.6% | $158,966-89.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.08% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.9pp |
| Employer contribution / active EE | $977 | $5,104-80.9% | $4,645-79.0% | $4,762-79.5% |
| Participant deferral / active EE | $9,820 | $7,182+36.7% | $6,843+43.5% | $5,983+64.1% |
| Admin fee / account holder | $160 | $10,809-98.5% | $9,310-98.3% | $11,250-98.6% |