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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 | $18,656 | $201,344-90.7% | $184,243-89.9% | $145,877-87.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.45% | 29.01%-7.6pp | 28.82%-7.4pp | 551.28%-529.8pp |
| Employer contribution / active EE | $2,409 | $7,022-65.7% | $6,427-62.5% | $4,663-48.3% |
| Participant deferral / active EE | $4,737 | $9,807-51.7% | $9,132-48.1% | $6,691-29.2% |
| Admin fee / account holder | $166 | $16,382-99.0% | $13,914-98.8% | $13,402-98.8% |