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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 | $15,720 | $201,259-92.2% | $184,200-91.5% | $145,959-89.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.54% | 28.98%-15.4pp | 28.80%-15.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,832 | $7,018-73.9% | $6,424-71.5% | $4,661-60.7% |
| Participant deferral / active EE | $3,140 | $9,806-68.0% | $9,132-65.6% | $6,689-53.0% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |