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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 | $15,457 | $156,398-90.1% | $147,318-89.5% | $138,895-88.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.81% | 78.75%-51.9pp | 70.43%-43.6pp | 145.39%-118.6pp |
| Employer contribution / active EE | $2,384 | $4,853-50.9% | $4,593-48.1% | $4,194-43.2% |
| Participant deferral / active EE | $5,362 | $8,237-34.9% | $7,906-32.2% | $6,396-16.2% |
| Admin fee / account holder | $67 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |