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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 | $13,035 | $181,062-92.8% | $158,223-91.8% | $155,188-91.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.04% | 57.39%-36.3pp | 52.09%-31.0pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,562 | $4,565-65.8% | $4,109-62.0% | $4,248-63.2% |
| Participant deferral / active EE | $2,245 | $6,134-63.4% | $5,467-58.9% | $6,531-65.6% |
| Admin fee / account holder | $152 | $18,825-99.2% | $16,047-99.1% | $14,480-99.0% |