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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 | $107,666-88.3% | $102,184-87.7% | $154,746-91.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.84% | 29.33%-11.5pp | 31.58%-13.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,647 | $3,846-31.2% | $3,594-26.3% | $4,379-39.6% |
| Participant deferral / active EE | $3,308 | $8,719-62.1% | $8,309-60.2% | $6,730-50.8% |
| Admin fee / account holder | $49 | $12,943-99.6% | $11,609-99.6% | $14,365-99.7% |