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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 | $10,474 | $110,379-90.5% | $102,412-89.8% | $145,884-92.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.37% | 24.84%-0.5pp | 24.94%-0.6pp | 551.85%-527.5pp |
| Employer contribution / active EE | $1,115 | $4,216-73.6% | $3,870-71.2% | $4,662-76.1% |
| Participant deferral / active EE | $1,835 | $5,622-67.4% | $5,060-63.7% | $6,690-72.6% |
| Admin fee / account holder | $66 | $9,745-99.3% | $8,388-99.2% | $13,392-99.5% |