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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 | $223,823-91.6% | $211,142-91.1% | $154,746-87.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.73% | 50.39%-27.7pp | 46.84%-24.1pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,510 | $6,787-77.8% | $6,442-76.6% | $4,379-65.5% |
| Participant deferral / active EE | $7,638 | $9,750-21.7% | $9,284-17.7% | $6,730+13.5% |
| Admin fee / account holder | $95 | $19,707-99.5% | $19,076-99.5% | $14,365-99.3% |