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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 | $24,159 | $254,759-90.5% | $216,567-88.8% | $198,609-87.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 20.71% | 10.04%+10.7pp | 12.94%+7.8pp | 202.70%-182.0pp |
| Employer contribution / active EE | $3,699 | $6,096-39.3% | $5,216-29.1% | $5,055-26.8% |
| Participant deferral / active EE | $4,920 | $6,948-29.2% | $6,191-20.5% | $6,977-29.5% |
| Admin fee / account holder | $29 | $26,311-99.9% | $21,981-99.9% | $19,030-99.8% |