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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 | $11,794 | $183,516-93.6% | $155,534-92.4% | $145,884-91.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.61% | 61.43%-50.8pp | 64.92%-54.3pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,651 | $5,315-68.9% | $4,675-64.7% | $4,662-64.6% |
| Participant deferral / active EE | $2,167 | $6,467-66.5% | $5,630-61.5% | $6,690-67.6% |
| Admin fee / account holder | $15 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |