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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 | $23,017 | $212,386-89.2% | $199,883-88.5% | $138,895-83.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 26.10% | 47.75%-21.6pp | 43.81%-17.7pp | 145.39%-119.3pp |
| Employer contribution / active EE | $1,833 | $6,625-72.3% | $6,261-70.7% | $4,194-56.3% |
| Participant deferral / active EE | $9,562 | $9,617-0.6% | $9,138+4.6% | $6,396+49.5% |
| Admin fee / account holder | $48 | $18,233-99.7% | $17,268-99.7% | $12,562-99.6% |