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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 | $12,323 | $96,558-87.2% | $80,977-84.8% | $273,972-95.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 16.21% | 15.14%+1.1pp | 17.11%-0.9pp | 41.46%-25.2pp |
| Employer contribution / active EE | $620 | $4,869-87.3% | $3,715-83.3% | $4,869-87.3% |
| Participant deferral / active EE | $5,217 | $6,598-20.9% | $5,696-8.4% | $5,287-1.3% |
| Admin fee / account holder | $26 | $7,493-99.7% | $5,517-99.5% | $10,133-99.7% |