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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 | $19,964 | $136,860-85.4% | $120,344-83.4% | $154,746-87.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 9.50% | 21.38%-11.9pp | 20.30%-10.8pp | 172.34%-162.8pp |
| Employer contribution / active EE | $2,954 | $3,533-16.4% | $3,020-2.2% | $4,379-32.5% |
| Participant deferral / active EE | $3,689 | $5,793-36.3% | $5,135-28.2% | $6,730-45.2% |
| Admin fee / account holder | $26 | $15,393-99.8% | $12,742-99.8% | $14,365-99.8% |