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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 | $14,036 | $223,823-93.7% | $211,142-93.4% | $154,746-90.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 29.08% | 50.39%-21.3pp | 46.84%-17.8pp | 172.34%-143.3pp |
| Employer contribution / active EE | $2,371 | $6,787-65.1% | $6,442-63.2% | $4,379-45.9% |
| Participant deferral / active EE | $5,801 | $9,750-40.5% | $9,284-37.5% | $6,730-13.8% |
| Admin fee / account holder | $183 | $19,707-99.1% | $19,076-99.0% | $14,365-98.7% |