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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 | $15,631 | $162,136-90.4% | $152,301-89.7% | $154,746-89.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.82% | 91.02%-66.2pp | 80.50%-55.7pp | 172.34%-147.5pp |
| Employer contribution / active EE | $3,257 | $4,890-33.4% | $4,624-29.6% | $4,379-25.6% |
| Participant deferral / active EE | $6,009 | $8,341-28.0% | $8,004-24.9% | $6,730-10.7% |
| Admin fee / account holder | $33 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |