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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 | $14,278 | $185,312-92.3% | $161,489-91.2% | $154,746-90.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.43% | 103.84%-81.4pp | 89.72%-67.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $3,161 | $4,769-33.7% | $4,268-25.9% | $4,379-27.8% |
| Participant deferral / active EE | $8,071 | $6,350+27.1% | $5,630+43.4% | $6,730+19.9% |
| Admin fee / account holder | $148 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |