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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 | $17,544 | $136,860-87.2% | $120,344-85.4% | $154,746-88.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.15% | 21.38%+0.8pp | 20.30%+1.8pp | 172.34%-150.2pp |
| Employer contribution / active EE | $3,012 | $3,533-14.7% | $3,020-0.3% | $4,379-31.2% |
| Participant deferral / active EE | $3,563 | $5,793-38.5% | $5,135-30.6% | $6,730-47.1% |
| Admin fee / account holder | $28 | $15,393-99.8% | $12,742-99.8% | $14,365-99.8% |