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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 | $13,082 | $154,228-91.5% | $145,433-91.0% | $137,256-90.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.51% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,106 | $4,804-56.2% | $4,554-53.8% | $4,156-49.3% |
| Participant deferral / active EE | $3,819 | $8,216-53.5% | $7,897-51.6% | $6,407-40.4% |
| Admin fee / account holder | $45 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |