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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 | $23,319 | $135,905-82.8% | $126,068-81.5% | $198,609-88.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.13% | 14.07%+6.1pp | 15.01%+5.1pp | 202.70%-182.6pp |
| Employer contribution / active EE | $2,912 | $4,245-31.4% | $3,968-26.6% | $5,055-42.4% |
| Participant deferral / active EE | $12,176 | $8,523+42.8% | $8,214+48.2% | $6,977+74.5% |
| Admin fee / account holder | $60 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |