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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 | $27,107 | $176,786-84.7% | $146,643-81.5% | $167,536-83.8% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 24.54% | 24.04%+0.5pp | 22.75%+1.8pp | 478.82%-454.3pp |
| Employer contribution / active EE | $2,068 | $5,161-59.9% | $4,137-50.0% | $4,839-57.3% |
| Participant deferral / active EE | $9,356 | $6,440+45.3% | $5,506+69.9% | $6,342+47.5% |
| Admin fee / account holder | $40 | $13,262-99.7% | $10,280-99.6% | $12,315-99.7% |