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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 | $15,726 | $156,398-89.9% | $147,318-89.3% | $138,895-88.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 26.41% | 78.75%-52.3pp | 70.43%-44.0pp | 145.39%-119.0pp |
| Employer contribution / active EE | $2,441 | $4,853-49.7% | $4,593-46.9% | $4,194-41.8% |
| Participant deferral / active EE | $4,502 | $8,237-45.3% | $7,906-43.1% | $6,396-29.6% |
| Admin fee / account holder | $52 | $14,976-99.7% | $13,708-99.6% | $12,562-99.6% |