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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 | $9,519 | $105,623-91.0% | $87,502-89.1% | $273,972-96.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 15.20% | 12.26%+2.9pp | 12.21%+3.0pp | 41.46%-26.3pp |
| Employer contribution / active EE | $2,600 | $3,141-17.2% | $2,550+2.0% | $4,869-46.6% |
| Participant deferral / active EE | $2,863 | $3,601-20.5% | $3,149-9.1% | $5,287-45.9% |
| Admin fee / account holder | $24 | $4,781-99.5% | $4,221-99.4% | $10,133-99.8% |