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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 | $162,967-90.0% | $135,792-88.0% | $138,895-88.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 20.01% | 30.08%-10.1pp | 25.96%-5.9pp | 145.39%-125.4pp |
| Employer contribution / active EE | $916 | $4,211-78.3% | $3,496-73.8% | $4,194-78.2% |
| Participant deferral / active EE | $6,425 | $5,640+13.9% | $4,759+35.0% | $6,396+0.5% |
| Admin fee / account holder | $292 | $15,306-98.1% | $12,266-97.6% | $12,562-97.7% |