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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 | $16,390 | $117,846-86.1% | $102,434-84.0% | $145,884-88.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.70% | 31.90%-9.2pp | 29.46%-6.8pp | 551.85%-529.2pp |
| Employer contribution / active EE | $3,019 | $3,615-16.5% | $3,023-0.1% | $4,662-35.3% |
| Participant deferral / active EE | $5,790 | $5,733+1.0% | $5,055+14.5% | $6,690-13.4% |
| Admin fee / account holder | $62 | $13,356-99.5% | $9,462-99.3% | $13,392-99.5% |