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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 | $10,671 | $181,062-94.1% | $158,223-93.3% | $155,188-93.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.17% | 57.39%-36.2pp | 52.09%-30.9pp | 148.84%-127.7pp |
| Employer contribution / active EE | $1,355 | $4,565-70.3% | $4,109-67.0% | $4,248-68.1% |
| Participant deferral / active EE | $2,850 | $6,134-53.5% | $5,467-47.9% | $6,531-56.4% |
| Admin fee / account holder | $216 | $18,825-98.9% | $16,047-98.7% | $14,480-98.5% |