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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 | $22,602 | $96,965-76.7% | $97,995-76.9% | $147,586-84.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 24.78% | 24.11%+0.7pp | 23.94%+0.8pp | 578.59%-553.8pp |
| Employer contribution / active EE | $1,550 | $4,536-65.8% | $4,158-62.7% | $4,876-68.2% |
| Participant deferral / active EE | $2,408 | $5,081-52.6% | $5,097-52.7% | $5,439-55.7% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |