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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 | $12,764 | $184,014-93.1% | $161,149-92.1% | $138,895-90.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 27.23% | 21.52%+5.7pp | 21.16%+6.1pp | 145.39%-118.2pp |
| Employer contribution / active EE | $3,253 | $5,055-35.7% | $4,360-25.4% | $4,194-22.4% |
| Participant deferral / active EE | $3,254 | $6,909-52.9% | $6,153-47.1% | $6,396-49.1% |
| Admin fee / account holder | $16 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |