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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 | $13,697 | $162,136-91.6% | $152,301-91.0% | $154,746-91.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 27.09% | 91.02%-63.9pp | 80.50%-53.4pp | 172.34%-145.2pp |
| Employer contribution / active EE | $2,643 | $4,890-45.9% | $4,624-42.8% | $4,379-39.6% |
| Participant deferral / active EE | $2,767 | $8,341-66.8% | $8,004-65.4% | $6,730-58.9% |
| Admin fee / account holder | $94 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |