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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 | $21,945 | $136,860-84.0% | $120,344-81.8% | $154,746-85.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 20.16% | 21.38%-1.2pp | 20.30%-0.1pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,078 | $3,533-12.9% | $3,020+1.9% | $4,379-29.7% |
| Participant deferral / active EE | $5,523 | $5,793-4.7% | $5,135+7.6% | $6,730-17.9% |
| Admin fee / account holder | $23 | $15,393-99.9% | $12,742-99.8% | $14,365-99.8% |