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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 | $15,069 | $155,555-90.3% | $146,866-89.7% | $155,188-90.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.25% | 115.41%-97.2pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $811 | $4,647-82.5% | $4,425-81.7% | $4,248-80.9% |
| Participant deferral / active EE | $2,592 | $8,044-67.8% | $7,759-66.6% | $6,531-60.3% |
| Admin fee / account holder | $24 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |