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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 | $12,174 | $124,213-90.2% | $118,106-89.7% | $154,746-92.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 19.72% | 18.29%+1.4pp | 19.44%+0.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,000 | $4,905-59.2% | $4,698-57.4% | $4,379-54.3% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $238 | $9,627-97.5% | $8,973-97.3% | $14,365-98.3% |