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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 | $27,280 | $156,616-82.6% | $133,346-79.5% | $198,609-86.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 20.99% | 44.25%-23.3pp | 36.85%-15.9pp | 202.70%-181.7pp |
| Employer contribution / active EE | $2,021 | $3,368-40.0% | $2,853-29.2% | $5,055-60.0% |
| Participant deferral / active EE | $6,735 | $4,920+36.9% | $4,332+55.5% | $6,977-3.5% |
| Admin fee / account holder | $108 | $17,468-99.4% | $14,264-99.2% | $19,030-99.4% |