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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 | $15,767 | $124,425-87.3% | $112,040-85.9% | $137,256-88.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.78% | 24.72%+0.1pp | 24.52%+0.3pp | 220.34%-195.6pp |
| Employer contribution / active EE | $2,667 | $3,411-21.8% | $2,954-9.7% | $4,156-35.8% |
| Participant deferral / active EE | $4,685 | $5,718-18.1% | $5,098-8.1% | $6,407-26.9% |
| Admin fee / account holder | $6 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |