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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 | $5,810 | $177,595-96.7% | $148,496-96.1% | $198,609-97.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.38% | 9.97%+12.4pp | 12.33%+10.1pp | 202.70%-180.3pp |
| Employer contribution / active EE | $4,177 | $4,098+1.9% | $3,497+19.4% | $5,055-17.4% |
| Participant deferral / active EE | $5,294 | $5,539-4.4% | $4,808+10.1% | $6,977-24.1% |
| Admin fee / account holder | $92 | $27,010-99.7% | $19,547-99.5% | $19,030-99.5% |