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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 | $21,285 | $209,336-89.8% | $197,124-89.2% | $137,256-84.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.38% | 48.09%-30.7pp | 44.34%-27.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,267 | $6,591-65.6% | $6,227-63.6% | $4,156-45.5% |
| Participant deferral / active EE | $4,351 | $9,614-54.7% | $9,135-52.4% | $6,407-32.1% |
| Admin fee / account holder | $200 | $17,308-98.8% | $16,298-98.8% | $12,270-98.4% |