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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 | $16,041 | $156,398-89.7% | $147,318-89.1% | $138,895-88.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.97% | 78.75%-58.8pp | 70.43%-50.5pp | 145.39%-125.4pp |
| Employer contribution / active EE | $2,464 | $4,853-49.2% | $4,593-46.4% | $4,194-41.3% |
| Participant deferral / active EE | $3,181 | $8,237-61.4% | $7,906-59.8% | $6,396-50.3% |
| Admin fee / account holder | $257 | $14,976-98.3% | $13,708-98.1% | $12,562-98.0% |