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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 | $12,528 | $181,062-93.1% | $158,223-92.1% | $155,188-91.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.79% | 57.39%-34.6pp | 52.09%-29.3pp | 148.84%-126.0pp |
| Employer contribution / active EE | $5,044 | $4,565+10.5% | $4,109+22.8% | $4,248+18.7% |
| Participant deferral / active EE | $3,885 | $6,134-36.7% | $5,467-28.9% | $6,531-40.5% |
| Admin fee / account holder | $300 | $18,825-98.4% | $16,047-98.1% | $14,480-97.9% |