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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 | $17,202 | $228,395-92.5% | $185,861-90.7% | $158,982-89.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 35.55% | 40.82%-5.3pp | 35.96%-0.4pp | 302.99%-267.4pp |
| Employer contribution / active EE | $2,129 | $4,968-57.2% | $4,088-47.9% | $4,763-55.3% |
| Participant deferral / active EE | $3,120 | $6,417-51.4% | $5,634-44.6% | $5,983-47.9% |
| Admin fee / account holder | $62 | $11,869-99.5% | $9,503-99.4% | $11,252-99.5% |