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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 | $21,454 | $209,336-89.8% | $197,124-89.1% | $137,256-84.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.06% | 48.09%-25.0pp | 44.34%-21.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $1,738 | $6,591-73.6% | $6,227-72.1% | $4,156-58.2% |
| Participant deferral / active EE | $3,404 | $9,614-64.6% | $9,135-62.7% | $6,407-46.9% |
| Admin fee / account holder | $72 | $17,308-99.6% | $16,298-99.6% | $12,270-99.4% |