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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 | $15,711 | $212,386-92.6% | $199,883-92.1% | $138,895-88.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 27.33% | 47.75%-20.4pp | 43.81%-16.5pp | 145.39%-118.1pp |
| Employer contribution / active EE | $3,340 | $6,625-49.6% | $6,261-46.7% | $4,194-20.4% |
| Participant deferral / active EE | $3,947 | $9,617-59.0% | $9,138-56.8% | $6,396-38.3% |
| Admin fee / account holder | $22 | $18,233-99.9% | $17,268-99.9% | $12,562-99.8% |