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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 | $14,757 | $155,555-90.5% | $146,866-90.0% | $155,188-90.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 30.15% | 115.41%-85.3pp | 102.85%-72.7pp | 148.84%-118.7pp |
| Employer contribution / active EE | $2,829 | $4,647-39.1% | $4,425-36.1% | $4,248-33.4% |
| Participant deferral / active EE | $4,053 | $8,044-49.6% | $7,759-47.8% | $6,531-38.0% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.8% | $14,480-99.9% |