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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 | $13,354 | $160,040-91.7% | $147,096-90.9% | $145,877-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.03% | 98.49%-84.5pp | 419.75%-405.7pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,120 | $5,289-78.8% | $4,936-77.3% | $4,663-76.0% |
| Participant deferral / active EE | $2,921 | $8,429-65.3% | $8,071-63.8% | $6,691-56.3% |
| Admin fee / account holder | $17 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |