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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 | $14,759 | $156,398-90.6% | $147,318-90.0% | $138,895-89.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 25.08% | 78.75%-53.7pp | 70.43%-45.3pp | 145.39%-120.3pp |
| Employer contribution / active EE | $998 | $4,853-79.4% | $4,593-78.3% | $4,194-76.2% |
| Participant deferral / active EE | $6,009 | $8,237-27.1% | $7,906-24.0% | $6,396-6.1% |
| Admin fee / account holder | $27 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |