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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 | $22,988 | $199,109-88.5% | $173,730-86.8% | $154,746-85.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 28.37% | 20.02%+8.4pp | 19.96%+8.4pp | 172.34%-144.0pp |
| Employer contribution / active EE | $1,552 | $5,311-70.8% | $4,577-66.1% | $4,379-64.6% |
| Participant deferral / active EE | $5,202 | $7,113-26.9% | $6,326-17.8% | $6,730-22.7% |
| Admin fee / account holder | $179 | $20,916-99.1% | $17,523-99.0% | $14,365-98.8% |