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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 | $136,860-90.2% | $120,344-88.8% | $154,746-91.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 23.64% | 21.38%+2.3pp | 20.30%+3.3pp | 172.34%-148.7pp |
| Employer contribution / active EE | $2,173 | $3,533-38.5% | $3,020-28.0% | $4,379-50.4% |
| Participant deferral / active EE | $3,596 | $5,793-37.9% | $5,135-30.0% | $6,730-46.6% |
| Admin fee / account holder | $16 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |