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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 | $12,750 | $154,228-91.7% | $145,433-91.2% | $137,256-90.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.63% | 74.59%-55.0pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,389 | $4,804-71.1% | $4,554-69.5% | $4,156-66.6% |
| Participant deferral / active EE | $2,704 | $8,216-67.1% | $7,897-65.8% | $6,407-57.8% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |