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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 | $17,972 | $192,737-90.7% | $142,460-87.4% | $139,456-87.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 29.70% | 17.99%+11.7pp | 19.99%+9.7pp | 373.45%-343.7pp |
| Employer contribution / active EE | $7,812 | $5,806+34.5% | $4,847+61.2% | $4,753+64.4% |
| Participant deferral / active EE | $4,545 | $7,208-36.9% | $6,283-27.7% | $6,711-32.3% |
| Admin fee / account holder | $22 | $15,125-99.9% | $10,011-99.8% | $11,407-99.8% |