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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 | $11,052 | $156,398-92.9% | $147,318-92.5% | $138,895-92.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.51% | 78.75%-58.2pp | 70.43%-49.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,728 | $4,853-64.4% | $4,593-62.4% | $4,194-58.8% |
| Participant deferral / active EE | $2,847 | $8,237-65.4% | $7,906-64.0% | $6,396-55.5% |
| Admin fee / account holder | $22 | $14,976-99.9% | $13,708-99.8% | $12,562-99.8% |