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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 | $11,143 | $185,312-94.0% | $161,489-93.1% | $154,746-92.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 240.78% | 103.84%+136.9pp | 89.72%+151.1pp | 172.34%+68.4pp |
| Employer contribution / active EE | $1,096 | $4,769-77.0% | $4,268-74.3% | $4,379-75.0% |
| Participant deferral / active EE | $6,686 | $6,350+5.3% | $5,630+18.8% | $6,730-0.7% |
| Admin fee / account holder | $22 | $18,654-99.9% | $16,006-99.9% | $14,365-99.8% |