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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 | $11,921 | $155,555-92.3% | $146,866-91.9% | $155,188-92.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.12% | 115.41%-92.3pp | 102.85%-79.7pp | 148.84%-125.7pp |
| Employer contribution / active EE | $2,407 | $4,647-48.2% | $4,425-45.6% | $4,248-43.3% |
| Participant deferral / active EE | $4,024 | $8,044-50.0% | $7,759-48.1% | $6,531-38.4% |
| Admin fee / account holder | $65 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |