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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 | $10,393 | $178,174-94.2% | $156,181-93.3% | $137,256-92.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 25.11% | 84.19%-59.1pp | 64.87%-39.8pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,613 | $4,972-67.5% | $4,294-62.4% | $4,156-61.2% |
| Participant deferral / active EE | $3,348 | $6,888-51.4% | $6,132-45.4% | $6,407-47.7% |
| Admin fee / account holder | $59 | $17,404-99.7% | $14,586-99.6% | $12,270-99.5% |