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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 | $18,182 | $136,860-86.7% | $120,344-84.9% | $154,746-88.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 29.54% | 21.38%+8.2pp | 20.30%+9.2pp | 172.34%-142.8pp |
| Employer contribution / active EE | $2,859 | $3,533-19.1% | $3,020-5.3% | $4,379-34.7% |
| Participant deferral / active EE | $6,682 | $5,793+15.3% | $5,135+30.1% | $6,730-0.7% |
| Admin fee / account holder | $35 | $15,393-99.8% | $12,742-99.7% | $14,365-99.8% |