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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 | $11,377 | $154,228-92.6% | $145,433-92.2% | $137,256-91.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.24% | 74.59%-48.4pp | 66.58%-40.3pp | 220.34%-194.1pp |
| Employer contribution / active EE | $1,756 | $4,804-63.5% | $4,554-61.5% | $4,156-57.8% |
| Participant deferral / active EE | $2,701 | $8,216-67.1% | $7,897-65.8% | $6,407-57.8% |
| Admin fee / account holder | $101 | $14,344-99.3% | $13,129-99.2% | $12,270-99.2% |