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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 | $17,437 | $149,741-88.4% | $118,914-85.3% | $158,982-89.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 36.48% | 19.94%+16.5pp | 35.89%+0.6pp | 302.99%-266.5pp |
| Employer contribution / active EE | $8,746 | $4,119+112.4% | $3,264+167.9% | $4,763+83.6% |
| Participant deferral / active EE | $4,157 | $5,226-20.4% | $4,266-2.5% | $5,983-30.5% |
| Admin fee / account holder | $148 | $8,607-98.3% | $6,582-97.8% | $11,252-98.7% |