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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 | $10,745 | $181,062-94.1% | $158,223-93.2% | $155,188-93.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 19.78% | 57.39%-37.6pp | 52.09%-32.3pp | 148.84%-129.1pp |
| Employer contribution / active EE | $1,426 | $4,565-68.8% | $4,109-65.3% | $4,248-66.4% |
| Participant deferral / active EE | $2,858 | $6,134-53.4% | $5,467-47.7% | $6,531-56.2% |
| Admin fee / account holder | $247 | $18,825-98.7% | $16,047-98.5% | $14,480-98.3% |