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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 | $23,998 | $162,821-85.3% | $133,978-82.1% | $158,982-84.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 33.10% | 41.95%-8.8pp | 45.10%-12.0pp | 302.99%-269.9pp |
| Employer contribution / active EE | $3,112 | $4,976-37.5% | $3,919-20.6% | $4,763-34.7% |
| Participant deferral / active EE | $6,519 | $5,910+10.3% | $5,047+29.2% | $5,983+8.9% |
| Admin fee / account holder | $18 | $11,742-99.8% | $8,930-99.8% | $11,252-99.8% |