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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 | $13,433 | $124,425-89.2% | $112,040-88.0% | $137,256-90.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 23.64% | 24.72%-1.1pp | 24.52%-0.9pp | 220.34%-196.7pp |
| Employer contribution / active EE | $2,173 | $3,411-36.3% | $2,954-26.4% | $4,156-47.7% |
| Participant deferral / active EE | $3,596 | $5,718-37.1% | $5,098-29.5% | $6,407-43.9% |
| Admin fee / account holder | $16 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |