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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 | $11,403 | $111,301-89.8% | $112,977-89.9% | $158,982-92.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 27.27% | 26.40%+0.9pp | 24.24%+3.0pp | 302.99%-275.7pp |
| Employer contribution / active EE | $1,449 | $4,471-67.6% | $4,255-65.9% | $4,763-69.6% |
| Participant deferral / active EE | $2,633 | $5,880-55.2% | $5,836-54.9% | $5,983-56.0% |
| Admin fee / account holder | $18 | $8,392-99.8% | $6,294-99.7% | $11,252-99.8% |