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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 | $11,921 | $181,062-93.4% | $158,223-92.5% | $155,188-92.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 22.48% | 57.39%-34.9pp | 52.09%-29.6pp | 148.84%-126.4pp |
| Employer contribution / active EE | $974 | $4,565-78.7% | $4,109-76.3% | $4,248-77.1% |
| Participant deferral / active EE | $2,177 | $6,134-64.5% | $5,467-60.2% | $6,531-66.7% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |