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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 | $17,436 | $162,136-89.2% | $152,301-88.6% | $154,746-88.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 25.99% | 91.02%-65.0pp | 80.50%-54.5pp | 172.34%-146.3pp |
| Employer contribution / active EE | $3,457 | $4,890-29.3% | $4,624-25.3% | $4,379-21.1% |
| Participant deferral / active EE | $4,824 | $8,341-42.2% | $8,004-39.7% | $6,730-28.3% |
| Admin fee / account holder | $33 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |