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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 | $12,571 | $97,289-87.1% | $92,805-86.5% | $155,188-91.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 17.84% | 29.03%-11.2pp | 31.59%-13.8pp | 148.84%-131.0pp |
| Employer contribution / active EE | $2,647 | $3,632-27.1% | $3,424-22.7% | $4,248-37.7% |
| Participant deferral / active EE | $3,308 | $8,795-62.4% | $8,448-60.8% | $6,531-49.4% |
| Admin fee / account holder | $49 | $12,015-99.6% | $10,911-99.6% | $14,480-99.7% |