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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 | $16,856 | $88,370-80.9% | $112,977-85.1% | $79,856-78.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 63.97% | 23.16%+40.8pp | 24.24%+39.7pp | 31.71%+32.3pp |
| Employer contribution / active EE | $4,505 | $3,398+32.6% | $4,255+5.9% | $2,471+82.3% |
| Participant deferral / active EE | $4,032 | $4,536-11.1% | $5,836-30.9% | $3,741+7.8% |
| Admin fee / account holder | $3 | $5,750-99.9% | $6,294-100.0% | $5,306-99.9% |