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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 | $18,239 | $102,828-82.3% | $105,387-82.7% | $152,909-88.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.36% | 20.85%+0.5pp | 26.82%-5.5pp | 345.46%-324.1pp |
| Employer contribution / active EE | $2,076 | $4,473-53.6% | $4,213-50.7% | $4,764-56.4% |
| Participant deferral / active EE | $6,170 | $5,465+12.9% | $5,502+12.1% | $5,851+5.4% |
| Admin fee / account holder | $297 | $8,683-96.6% | $6,559-95.5% | $11,601-97.4% |