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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 | $14,549 | $185,312-92.1% | $161,489-91.0% | $154,746-90.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 118.91% | 103.84%+15.1pp | 89.72%+29.2pp | 172.34%-53.4pp |
| Employer contribution / active EE | $2,543 | $4,769-46.7% | $4,268-40.4% | $4,379-41.9% |
| Participant deferral / active EE | $3,797 | $6,350-40.2% | $5,630-32.6% | $6,730-43.6% |
| Admin fee / account holder | $37 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |