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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 | $13,916 | $185,312-92.5% | $161,489-91.4% | $154,746-91.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.84% | 103.84%-88.0pp | 89.72%-73.9pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,017 | $4,769-78.7% | $4,268-76.2% | $4,379-76.8% |
| Participant deferral / active EE | $2,820 | $6,350-55.6% | $5,630-49.9% | $6,730-58.1% |
| Admin fee / account holder | $264 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |