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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 | $24,411 | $213,785-88.6% | $185,441-86.8% | $155,188-84.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 9.32% | 19.97%-10.7pp | 20.16%-10.8pp | 148.84%-139.5pp |
| Employer contribution / active EE | $4,482 | $5,393-16.9% | $4,672-4.1% | $4,248+5.5% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $162 | $21,134-99.2% | $17,890-99.1% | $14,480-98.9% |