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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 | $25,545 | $177,595-85.6% | $148,496-82.8% | $198,609-87.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.92% | 9.97%+8.9pp | 12.33%+6.6pp | 202.70%-183.8pp |
| Employer contribution / active EE | $4,249 | $4,098+3.7% | $3,497+21.5% | $5,055-16.0% |
| Participant deferral / active EE | $5,311 | $5,539-4.1% | $4,808+10.4% | $6,977-23.9% |
| Admin fee / account holder | $57 | $27,010-99.8% | $19,547-99.7% | $19,030-99.7% |