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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 | $185,312-93.2% | $161,489-92.2% | $154,746-91.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.79% | 103.84%-81.0pp | 89.72%-66.9pp | 172.34%-149.5pp |
| Employer contribution / active EE | $5,044 | $4,769+5.8% | $4,268+18.2% | $4,379+15.2% |
| Participant deferral / active EE | $3,885 | $6,350-38.8% | $5,630-31.0% | $6,730-42.3% |
| Admin fee / account holder | $300 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |