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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 | $11,145 | $110,212-89.9% | $96,534-88.5% | $139,466-92.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 31.28% | 26.42%+4.9pp | 25.88%+5.4pp | 373.66%-342.4pp |
| Employer contribution / active EE | $1,900 | $3,620-47.5% | $2,965-35.9% | $4,754-60.0% |
| Participant deferral / active EE | $5,111 | $5,547-7.9% | $4,851+5.4% | $6,712-23.9% |
| Admin fee / account holder | $90 | $11,599-99.2% | $8,253-98.9% | $11,409-99.2% |