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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 | $13,462 | $185,312-92.7% | $161,489-91.7% | $154,746-91.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.91% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,314 | $4,769-72.5% | $4,268-69.2% | $4,379-70.0% |
| Participant deferral / active EE | $2,987 | $6,350-53.0% | $5,630-46.9% | $6,730-55.6% |
| Admin fee / account holder | $73 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |