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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 | $13,498 | $140,592-90.4% | $123,105-89.0% | $125,389-89.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 11.60% | 16.80%-5.2pp | 13.22%-1.6pp | 282.24%-270.6pp |
| Employer contribution / active EE | $1,248 | $6,041-79.3% | $5,151-75.8% | $4,866-74.4% |
| Participant deferral / active EE | $10,470 | $6,980+50.0% | $6,229+68.1% | $5,352+95.6% |
| Admin fee / account holder | $41 | $11,198-99.6% | $9,014-99.5% | $9,541-99.6% |