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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 | $15,581 | $148,623-89.5% | $135,974-88.5% | $139,466-88.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.24% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $1,318 | $5,246-74.9% | $4,859-72.9% | $4,754-72.3% |
| Participant deferral / active EE | $2,714 | $8,103-66.5% | $7,760-65.0% | $6,712-59.6% |
| Admin fee / account holder | $295 | $12,406-97.6% | $10,767-97.3% | $11,409-97.4% |