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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 | $19,287 | $223,823-91.4% | $211,142-90.9% | $154,746-87.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.02% | 50.39%-26.4pp | 46.84%-22.8pp | 172.34%-148.3pp |
| Employer contribution / active EE | $2,841 | $6,787-58.1% | $6,442-55.9% | $4,379-35.1% |
| Participant deferral / active EE | $4,128 | $9,750-57.7% | $9,284-55.5% | $6,730-38.7% |
| Admin fee / account holder | $90 | $19,707-99.5% | $19,076-99.5% | $14,365-99.4% |