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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 | $14,554 | $135,956-89.3% | $123,894-88.3% | $273,972-94.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.43% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $916 | $5,170-82.3% | $4,617-80.2% | $4,869-81.2% |
| Participant deferral / active EE | $3,521 | $6,343-44.5% | $5,984-41.2% | $5,287-33.4% |
| Admin fee / account holder | $30 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |