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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 | $17,034 | $81,446-79.1% | $103,374-83.5% | $80,874-78.9% |
| Participation rate | 97.7% | 66.9%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 27.34% | 25.57%+1.8pp | 24.89%+2.5pp | 35.62%-8.3pp |
| Employer contribution / active EE | $14,636 | $3,107+371.0% | $3,869+278.2% | $2,756+431.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $54 | $6,715-99.2% | $8,394-99.4% | $6,935-99.2% |