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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 | $15,488 | $162,136-90.4% | $152,301-89.8% | $154,746-90.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.63% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,205 | $4,890-75.4% | $4,624-73.9% | $4,379-72.5% |
| Participant deferral / active EE | $3,012 | $8,341-63.9% | $8,004-62.4% | $6,730-55.2% |
| Admin fee / account holder | $16 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |