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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 | $15,108 | $185,312-91.8% | $161,489-90.6% | $154,746-90.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 24.03% | 103.84%-79.8pp | 89.72%-65.7pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,739 | $4,769-63.5% | $4,268-59.3% | $4,379-60.3% |
| Participant deferral / active EE | $5,508 | $6,350-13.3% | $5,630-2.2% | $6,730-18.2% |
| Admin fee / account holder | $92 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |