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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 | $11,360 | $147,594-92.3% | $121,871-90.7% | $198,609-94.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 18.93% | 12.94%+6.0pp | 13.57%+5.4pp | 202.70%-183.8pp |
| Employer contribution / active EE | $1,482 | $3,007-50.7% | $2,731-45.7% | $5,055-70.7% |
| Participant deferral / active EE | $1,955 | $5,168-62.2% | $4,318-54.7% | $6,977-72.0% |
| Admin fee / account holder | $97 | $15,134-99.4% | $11,551-99.2% | $19,030-99.5% |