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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 | $24,008 | $199,109-87.9% | $173,730-86.2% | $154,746-84.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.79% | 20.02%-0.2pp | 19.96%-0.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,819 | $5,311-65.8% | $4,577-60.3% | $4,379-58.5% |
| Participant deferral / active EE | $11,299 | $7,113+58.9% | $6,326+78.6% | $6,730+67.9% |
| Admin fee / account holder | $85 | $20,916-99.6% | $17,523-99.5% | $14,365-99.4% |