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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 | $16,329 | $177,156-90.8% | $147,027-88.9% | $154,746-89.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 20.01% | 21.94%-1.9pp | 20.23%-0.2pp | 172.34%-152.3pp |
| Employer contribution / active EE | $916 | $4,336-78.9% | $3,626-74.7% | $4,379-79.1% |
| Participant deferral / active EE | $6,425 | $5,797+10.8% | $4,933+30.3% | $6,730-4.5% |
| Admin fee / account holder | $292 | $14,904-98.0% | $12,223-97.6% | $14,365-98.0% |