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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 | $16,536 | $227,399-92.7% | $189,758-91.3% | $198,609-91.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.76% | 61.03%-40.3pp | 52.62%-31.9pp | 202.70%-181.9pp |
| Employer contribution / active EE | $2,168 | $5,526-60.8% | $4,767-54.5% | $5,055-57.1% |
| Participant deferral / active EE | $5,824 | $6,837-14.8% | $5,856-0.5% | $6,977-16.5% |
| Admin fee / account holder | $23 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |