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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 | $178,174-92.8% | $156,181-91.8% | $137,256-90.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 27.23% | 84.19%-57.0pp | 64.87%-37.6pp | 220.34%-193.1pp |
| Employer contribution / active EE | $3,253 | $4,972-34.6% | $4,294-24.2% | $4,156-21.7% |
| Participant deferral / active EE | $3,254 | $6,888-52.8% | $6,132-46.9% | $6,407-49.2% |
| Admin fee / account holder | $16 | $17,404-99.9% | $14,586-99.9% | $12,270-99.9% |