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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 | $16,623 | $135,905-87.8% | $126,068-86.8% | $198,609-91.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 21.39% | 14.07%+7.3pp | 15.01%+6.4pp | 202.70%-181.3pp |
| Employer contribution / active EE | $4,095 | $4,245-3.5% | $3,968+3.2% | $5,055-19.0% |
| Participant deferral / active EE | $12,848 | $8,523+50.7% | $8,214+56.4% | $6,977+84.2% |
| Admin fee / account holder | $60 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |