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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 | $42,334 | $254,759-83.4% | $216,567-80.5% | $198,609-78.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.10% | 10.04%+3.1pp | 12.94%+0.2pp | 202.70%-189.6pp |
| Employer contribution / active EE | $2,686 | $6,096-55.9% | $5,216-48.5% | $5,055-46.9% |
| Participant deferral / active EE | $4,121 | $6,948-40.7% | $6,191-33.4% | $6,977-40.9% |
| Admin fee / account holder | $97 | $26,311-99.6% | $21,981-99.6% | $19,030-99.5% |