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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 | $24,700 | $140,592-82.4% | $123,105-79.9% | $125,389-80.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 3.42% | 16.80%-13.4pp | 13.22%-9.8pp | 282.24%-278.8pp |
| Employer contribution / active EE | $8,364 | $6,041+38.5% | $5,151+62.4% | $4,866+71.9% |
| Participant deferral / active EE | $7,652 | $6,980+9.6% | $6,229+22.8% | $5,352+43.0% |
| Admin fee / account holder | $60 | $11,198-99.5% | $9,014-99.3% | $9,541-99.4% |