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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 | $10,835 | $156,398-93.1% | $147,318-92.6% | $138,895-92.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 21.58% | 78.75%-57.2pp | 70.43%-48.9pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,530 | $4,853-68.5% | $4,593-66.7% | $4,194-63.5% |
| Participant deferral / active EE | $4,932 | $8,237-40.1% | $7,906-37.6% | $6,396-22.9% |
| Admin fee / account holder | $108 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |