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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 | $15,374 | $185,141-91.7% | $153,416-90.0% | $155,188-90.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 26.28% | 18.72%+7.6pp | 17.84%+8.4pp | 148.84%-122.6pp |
| Employer contribution / active EE | $2,075 | $4,489-53.8% | $3,764-44.9% | $4,248-51.2% |
| Participant deferral / active EE | $3,911 | $5,477-28.6% | $4,723-17.2% | $6,531-40.1% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |