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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 | $14,089 | $156,398-91.0% | $147,318-90.4% | $138,895-89.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 31.20% | 78.75%-47.6pp | 70.43%-39.2pp | 145.39%-114.2pp |
| Employer contribution / active EE | $3,219 | $4,853-33.7% | $4,593-29.9% | $4,194-23.3% |
| Participant deferral / active EE | $8,860 | $8,237+7.6% | $7,906+12.1% | $6,396+38.5% |
| Admin fee / account holder | $107 | $14,976-99.3% | $13,708-99.2% | $12,562-99.1% |