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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 | $17,728 | $213,785-91.7% | $185,441-90.4% | $155,188-88.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 18.23% | 19.97%-1.7pp | 20.16%-1.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $2,191 | $5,393-59.4% | $4,672-53.1% | $4,248-48.4% |
| Participant deferral / active EE | $2,551 | $6,864-62.8% | $6,152-58.5% | $6,531-60.9% |
| Admin fee / account holder | $247 | $21,134-98.8% | $17,890-98.6% | $14,480-98.3% |