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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 | $15,457 | $123,898-87.5% | $116,538-86.7% | $155,188-90.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 20.82% | 16.04%+4.8pp | 17.97%+2.9pp | 148.84%-128.0pp |
| Employer contribution / active EE | $4,182 | $4,739-11.8% | $4,541-7.9% | $4,248-1.5% |
| Participant deferral / active EE | $5,900 | $6,400-7.8% | $6,207-5.0% | $6,531-9.7% |
| Admin fee / account holder | $43 | $9,174-99.5% | $8,737-99.5% | $14,480-99.7% |