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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 | $13,657 | $156,398-91.3% | $147,318-90.7% | $138,895-90.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.54% | 78.75%-52.2pp | 70.43%-43.9pp | 145.39%-118.9pp |
| Employer contribution / active EE | $1,657 | $4,853-65.9% | $4,593-63.9% | $4,194-60.5% |
| Participant deferral / active EE | $6,021 | $8,237-26.9% | $7,906-23.8% | $6,396-5.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |