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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 | $16,024 | $162,136-90.1% | $152,301-89.5% | $154,746-89.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.09% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,032 | $4,890-78.9% | $4,624-77.7% | $4,379-76.4% |
| Participant deferral / active EE | $3,568 | $8,341-57.2% | $8,004-55.4% | $6,730-47.0% |
| Admin fee / account holder | $48 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |