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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 | $15,296 | $185,312-91.7% | $161,489-90.5% | $154,746-90.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 77.30% | 103.84%-26.5pp | 89.72%-12.4pp | 172.34%-95.0pp |
| Employer contribution / active EE | $2,030 | $4,769-57.4% | $4,268-52.4% | $4,379-53.6% |
| Participant deferral / active EE | $9,173 | $6,350+44.5% | $5,630+62.9% | $6,730+36.3% |
| Admin fee / account holder | $89 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |