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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 | $14,435 | $154,228-90.6% | $145,433-90.1% | $137,256-89.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.56% | 74.59%-45.0pp | 66.58%-37.0pp | 220.34%-190.8pp |
| Employer contribution / active EE | $2,181 | $4,804-54.6% | $4,554-52.1% | $4,156-47.5% |
| Participant deferral / active EE | $4,440 | $8,216-46.0% | $7,897-43.8% | $6,407-30.7% |
| Admin fee / account holder | $38 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |