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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 | $26,264 | $431,983-93.9% | $431,983-93.9% | $287,034-90.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 66.7%+33.3pp | 55.9%+44.1pp |
| Annual return | 25.66% | 9.67%+16.0pp | 9.65%+16.0pp | 24.44%+1.2pp |
| Employer contribution / active EE | $15,244 | $51,524-70.4% | $50,020-69.5% | $41,344-63.1% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $172 | $35,292-99.5% | $35,292-99.5% | $22,013-99.2% |