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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 | $25,507 | $213,785-88.1% | $185,441-86.2% | $155,188-83.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 0.00% | 19.97%-20.0pp | 20.16%-20.2pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,911 | $5,393-64.6% | $4,672-59.1% | $4,248-55.0% |
| Participant deferral / active EE | $2,820 | $6,864-58.9% | $6,152-54.2% | $6,531-56.8% |
| Admin fee / account holder | $197 | $21,134-99.1% | $17,890-98.9% | $14,480-98.6% |