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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 | $201,344-91.2% | $184,243-90.4% | $145,877-87.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.96% | 29.01%-13.0pp | 28.82%-12.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $3,101 | $7,022-55.8% | $6,427-51.7% | $4,663-33.5% |
| Participant deferral / active EE | $5,555 | $9,807-43.4% | $9,132-39.2% | $6,691-17.0% |
| Admin fee / account holder | $271 | $16,382-98.3% | $13,914-98.1% | $13,402-98.0% |