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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 | $21,531 | $162,821-86.8% | $133,978-83.9% | $158,982-86.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 28.90% | 41.95%-13.0pp | 45.10%-16.2pp | 302.99%-274.1pp |
| Employer contribution / active EE | $2,997 | $4,976-39.8% | $3,919-23.5% | $4,763-37.1% |
| Participant deferral / active EE | $10,140 | $5,910+71.6% | $5,047+100.9% | $5,983+69.5% |
| Admin fee / account holder | $16 | $11,742-99.9% | $8,930-99.8% | $11,252-99.9% |