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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 | $11,009 | $156,398-93.0% | $147,318-92.5% | $138,895-92.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.03% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,202 | $4,853-75.2% | $4,593-73.8% | $4,194-71.3% |
| Participant deferral / active EE | $3,800 | $8,237-53.9% | $7,906-51.9% | $6,396-40.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |