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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 | $185,312-93.0% | $161,489-91.9% | $154,746-91.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.04% | 103.84%-82.8pp | 89.72%-68.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,562 | $4,769-67.3% | $4,268-63.4% | $4,379-64.3% |
| Participant deferral / active EE | $2,245 | $6,350-64.6% | $5,630-60.1% | $6,730-66.6% |
| Admin fee / account holder | $152 | $18,654-99.2% | $16,006-99.1% | $14,365-98.9% |