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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 | $13,805 | $107,666-87.2% | $102,184-86.5% | $154,746-91.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 23.95% | 29.33%-5.4pp | 31.58%-7.6pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,543 | $3,846-59.9% | $3,594-57.1% | $4,379-64.8% |
| Participant deferral / active EE | $5,172 | $8,719-40.7% | $8,309-37.8% | $6,730-23.2% |
| Admin fee / account holder | $36 | $12,943-99.7% | $11,609-99.7% | $14,365-99.7% |