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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 | $15,627 | $136,860-88.6% | $120,344-87.0% | $154,746-89.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.86% | 21.38%+1.5pp | 20.30%+2.6pp | 172.34%-149.5pp |
| Employer contribution / active EE | $2,686 | $3,533-24.0% | $3,020-11.1% | $4,379-38.7% |
| Participant deferral / active EE | $2,686 | $5,793-53.6% | $5,135-47.7% | $6,730-60.1% |
| Admin fee / account holder | $36 | $15,393-99.8% | $12,742-99.7% | $14,365-99.7% |