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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 | $18,762 | $209,336-91.0% | $197,124-90.5% | $137,256-86.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.73% | 48.09%-25.4pp | 44.34%-21.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,510 | $6,591-77.1% | $6,227-75.8% | $4,156-63.7% |
| Participant deferral / active EE | $7,638 | $9,614-20.6% | $9,135-16.4% | $6,407+19.2% |
| Admin fee / account holder | $95 | $17,308-99.5% | $16,298-99.4% | $12,270-99.2% |