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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 | $14,733 | $110,212-86.6% | $96,534-84.7% | $139,466-89.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 28.44% | 26.42%+2.0pp | 25.88%+2.6pp | 373.66%-345.2pp |
| Employer contribution / active EE | $1,153 | $3,620-68.2% | $2,965-61.1% | $4,754-75.8% |
| Participant deferral / active EE | $6,794 | $5,547+22.5% | $4,851+40.1% | $6,712+1.2% |
| Admin fee / account holder | $14 | $11,599-99.9% | $8,253-99.8% | $11,409-99.9% |