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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 | $14,511 | $162,136-91.0% | $152,301-90.5% | $154,746-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.61% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,862 | $4,890-41.5% | $4,624-38.1% | $4,379-34.6% |
| Participant deferral / active EE | $4,106 | $8,341-50.8% | $8,004-48.7% | $6,730-39.0% |
| Admin fee / account holder | $44 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |