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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 | $12,992 | $141,001-90.8% | $112,228-88.4% | $139,487-90.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 31.83% | 32.75%-0.9pp | 30.23%+1.6pp | 373.84%-342.0pp |
| Employer contribution / active EE | $3,561 | $4,285-16.9% | $3,432+3.8% | $4,755-25.1% |
| Participant deferral / active EE | $7,279 | $5,877+23.8% | $4,800+51.6% | $6,713+8.4% |
| Admin fee / account holder | $15 | $9,959-99.8% | $7,752-99.8% | $11,407-99.9% |