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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 | $19,142 | $227,399-91.6% | $189,758-89.9% | $198,609-90.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.99% | 61.03%-44.0pp | 52.62%-35.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $7,215 | $5,526+30.6% | $4,767+51.4% | $5,055+42.7% |
| Participant deferral / active EE | $6,200 | $6,837-9.3% | $5,856+5.9% | $6,977-11.1% |
| Admin fee / account holder | $83 | $25,162-99.7% | $20,388-99.6% | $19,030-99.6% |