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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 | $10,583 | $154,228-93.1% | $145,433-92.7% | $137,256-92.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.38% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $2,182 | $4,804-54.6% | $4,554-52.1% | $4,156-47.5% |
| Participant deferral / active EE | $2,665 | $8,216-67.6% | $7,897-66.3% | $6,407-58.4% |
| Admin fee / account holder | $42 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |