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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 | $48,321 | $275,752-82.5% | $256,809-81.2% | $198,609-75.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 27.16% | 34.81%-7.6pp | 32.73%-5.6pp | 202.70%-175.5pp |
| Employer contribution / active EE | $6,343 | $7,721-17.8% | $7,263-12.7% | $5,055+25.5% |
| Participant deferral / active EE | $17,577 | $10,037+75.1% | $9,520+84.6% | $6,977+151.9% |
| Admin fee / account holder | $103 | $25,716-99.6% | $25,146-99.6% | $19,030-99.5% |