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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 | $15,568 | $185,312-91.6% | $161,489-90.4% | $154,746-89.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.91% | 103.84%-81.9pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $2,331 | $4,769-51.1% | $4,268-45.4% | $4,379-46.8% |
| Participant deferral / active EE | $5,333 | $6,350-16.0% | $5,630-5.3% | $6,730-20.8% |
| Admin fee / account holder | $142 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |