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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 | $14,317 | $185,312-92.3% | $161,489-91.1% | $154,746-90.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.20% | 103.84%-81.6pp | 89.72%-67.5pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,668 | $4,769-65.0% | $4,268-60.9% | $4,379-61.9% |
| Participant deferral / active EE | $7,403 | $6,350+16.6% | $5,630+31.5% | $6,730+10.0% |
| Admin fee / account holder | $58 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |