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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 | $10,488 | $154,228-93.2% | $145,433-92.8% | $137,256-92.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.50% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,666 | $4,804-44.5% | $4,554-41.5% | $4,156-35.9% |
| Participant deferral / active EE | $4,607 | $8,216-43.9% | $7,897-41.7% | $6,407-28.1% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |