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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 | $23,211 | $136,307-83.0% | $106,619-78.2% | $273,972-91.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 14.63% | 11.05%+3.6pp | 9.42%+5.2pp | 41.46%-26.8pp |
| Employer contribution / active EE | $2,997 | $5,190-42.3% | $3,947-24.1% | $4,869-38.4% |
| Participant deferral / active EE | $10,646 | $4,969+114.2% | $3,930+170.9% | $5,287+101.3% |
| Admin fee / account holder | $39 | $8,625-99.5% | $6,418-99.4% | $10,133-99.6% |