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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 | $16,535 | $138,312-88.0% | $122,979-86.6% | $155,188-89.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 20.41% | 22.06%-1.7pp | 20.12%+0.3pp | 148.84%-128.4pp |
| Employer contribution / active EE | $3,545 | $3,530+0.4% | $3,062+15.8% | $4,248-16.5% |
| Participant deferral / active EE | $4,576 | $5,592-18.2% | $5,003-8.5% | $6,531-29.9% |
| Admin fee / account holder | $46 | $15,089-99.7% | $12,864-99.6% | $14,480-99.7% |