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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 | $11,276 | $138,312-91.8% | $122,979-90.8% | $155,188-92.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 21.84% | 22.06%-0.2pp | 20.12%+1.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,167 | $3,530-38.6% | $3,062-29.3% | $4,248-49.0% |
| Participant deferral / active EE | $2,468 | $5,592-55.9% | $5,003-50.7% | $6,531-62.2% |
| Admin fee / account holder | $23 | $15,089-99.8% | $12,864-99.8% | $14,480-99.8% |