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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 | $9,138 | $111,814-91.8% | $103,378-91.2% | $145,978-93.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.93% | 24.80%-5.9pp | 24.91%-6.0pp | 550.52%-531.6pp |
| Employer contribution / active EE | $3,128 | $4,215-25.8% | $3,870-19.2% | $4,662-32.9% |
| Participant deferral / active EE | $3,143 | $5,618-44.1% | $5,058-37.9% | $6,690-53.0% |
| Admin fee / account holder | $19 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |