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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 | $12,279 | $185,312-93.4% | $161,489-92.4% | $154,746-92.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.33% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,283 | $4,769-73.1% | $4,268-69.9% | $4,379-70.7% |
| Participant deferral / active EE | $2,855 | $6,350-55.0% | $5,630-49.3% | $6,730-57.6% |
| Admin fee / account holder | $34 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |