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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 | $275,752-94.9% | $256,809-94.5% | $198,609-92.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 29.08% | 34.81%-5.7pp | 32.73%-3.6pp | 202.70%-173.6pp |
| Employer contribution / active EE | $2,371 | $7,721-69.3% | $7,263-67.4% | $5,055-53.1% |
| Participant deferral / active EE | $5,801 | $10,037-42.2% | $9,520-39.1% | $6,977-16.9% |
| Admin fee / account holder | $183 | $25,716-99.3% | $25,146-99.3% | $19,030-99.0% |