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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 | $17,741 | $201,259-91.2% | $184,200-90.4% | $145,959-87.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.96% | 28.98%-13.0pp | 28.80%-12.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $3,101 | $7,018-55.8% | $6,424-51.7% | $4,661-33.5% |
| Participant deferral / active EE | $5,555 | $9,806-43.3% | $9,132-39.2% | $6,689-16.9% |
| Admin fee / account holder | $271 | $16,372-98.3% | $13,907-98.1% | $13,398-98.0% |