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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 | $15,369 | $135,956-88.7% | $123,894-87.6% | $273,972-94.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.20% | 56.63%-46.4pp | 47.52%-37.3pp | 41.46%-31.3pp |
| Employer contribution / active EE | $2,805 | $5,170-45.7% | $4,617-39.3% | $4,869-42.4% |
| Participant deferral / active EE | $5,382 | $6,343-15.2% | $5,984-10.1% | $5,287+1.8% |
| Admin fee / account holder | $24 | $9,817-99.8% | $8,357-99.7% | $10,133-99.8% |