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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 | $18,467 | $213,785-91.4% | $185,441-90.0% | $155,188-88.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 12.08% | 19.97%-7.9pp | 20.16%-8.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $1,309 | $5,393-75.7% | $4,672-72.0% | $4,248-69.2% |
| Participant deferral / active EE | $2,589 | $6,864-62.3% | $6,152-57.9% | $6,531-60.4% |
| Admin fee / account holder | $17 | $21,134-99.9% | $17,890-99.9% | $14,480-99.9% |