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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 | $11,344 | $199,109-94.3% | $173,730-93.5% | $154,746-92.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 19.65% | 20.02%-0.4pp | 19.96%-0.3pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,591 | $5,311-70.0% | $4,577-65.2% | $4,379-63.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $133 | $20,916-99.4% | $17,523-99.2% | $14,365-99.1% |