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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 | $14,552 | $167,362-91.3% | $143,799-89.9% | $134,532-89.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 9.74% | 0.47%+9.3pp | -0.04%+9.8pp | 418.27%-408.5pp |
| Employer contribution / active EE | $6,246 | $5,620+11.1% | $4,952+26.1% | $4,741+31.7% |
| Participant deferral / active EE | $2,773 | $6,447-57.0% | $5,638-50.8% | $6,401-56.7% |
| Admin fee / account holder | $39 | $18,094-99.8% | $14,677-99.7% | $11,429-99.7% |