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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 | $11,442 | $124,425-90.8% | $112,040-89.8% | $137,256-91.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.26% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,973 | $3,411-12.8% | $2,954+0.7% | $4,156-28.5% |
| Participant deferral / active EE | $4,446 | $5,718-22.3% | $5,098-12.8% | $6,407-30.6% |
| Admin fee / account holder | $62 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |