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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 | $12,419 | $138,312-91.0% | $122,979-89.9% | $155,188-92.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 24.53% | 22.06%+2.5pp | 20.12%+4.4pp | 148.84%-124.3pp |
| Employer contribution / active EE | $2,328 | $3,530-34.1% | $3,062-24.0% | $4,248-45.2% |
| Participant deferral / active EE | $2,360 | $5,592-57.8% | $5,003-52.8% | $6,531-63.9% |
| Admin fee / account holder | $22 | $15,089-99.9% | $12,864-99.8% | $14,480-99.8% |