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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 | $20,245 | $167,415-87.9% | $140,514-85.6% | $198,609-89.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 12.55% | 13.85%-1.3pp | 14.36%-1.8pp | 202.70%-190.2pp |
| Employer contribution / active EE | $2,231 | $4,088-45.4% | $3,378-34.0% | $5,055-55.9% |
| Participant deferral / active EE | $4,005 | $5,579-28.2% | $4,919-18.6% | $6,977-42.6% |
| Admin fee / account holder | $287 | $16,730-98.3% | $13,697-97.9% | $19,030-98.5% |