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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 | $17,949 | $136,860-86.9% | $120,344-85.1% | $154,746-88.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 20.06% | 21.38%-1.3pp | 20.30%-0.2pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,064 | $3,533-41.6% | $3,020-31.7% | $4,379-52.9% |
| Participant deferral / active EE | $2,802 | $5,793-51.6% | $5,135-45.4% | $6,730-58.4% |
| Admin fee / account holder | $80 | $15,393-99.5% | $12,742-99.4% | $14,365-99.4% |