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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 | $16,858 | $135,956-87.6% | $123,894-86.4% | $273,972-93.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.41% | 56.63%-46.2pp | 47.52%-37.1pp | 41.46%-31.0pp |
| Employer contribution / active EE | $5,844 | $5,170+13.0% | $4,617+26.6% | $4,869+20.0% |
| Participant deferral / active EE | $3,492 | $6,343-44.9% | $5,984-41.6% | $5,287-33.9% |
| Admin fee / account holder | $15 | $9,817-99.8% | $8,357-99.8% | $10,133-99.9% |