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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 | $10,022 | $111,814-91.0% | $103,378-90.3% | $145,978-93.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.73% | 24.80%+0.9pp | 24.91%+0.8pp | 550.52%-524.8pp |
| Employer contribution / active EE | $1,621 | $4,215-61.6% | $3,870-58.1% | $4,662-65.2% |
| Participant deferral / active EE | $1,621 | $5,618-71.2% | $5,058-68.0% | $6,690-75.8% |
| Admin fee / account holder | $83 | $9,764-99.1% | $8,401-99.0% | $13,400-99.4% |