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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 | $15,303 | $155,555-90.2% | $146,866-89.6% | $155,188-90.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 26.95% | 115.41%-88.5pp | 102.85%-75.9pp | 148.84%-121.9pp |
| Employer contribution / active EE | $4,737 | $4,647+1.9% | $4,425+7.1% | $4,248+11.5% |
| Participant deferral / active EE | $6,203 | $8,044-22.9% | $7,759-20.1% | $6,531-5.0% |
| Admin fee / account holder | $178 | $14,755-98.8% | $13,620-98.7% | $14,480-98.8% |