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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 | $26,268 | $177,156-85.2% | $147,027-82.1% | $154,746-83.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 18.52% | 21.94%-3.4pp | 20.23%-1.7pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,359 | $4,336-45.6% | $3,626-34.9% | $4,379-46.1% |
| Participant deferral / active EE | $5,222 | $5,797-9.9% | $4,933+5.9% | $6,730-22.4% |
| Admin fee / account holder | $142 | $14,904-99.0% | $12,223-98.8% | $14,365-99.0% |