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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 | $21,605 | $135,956-84.1% | $123,894-82.6% | $273,972-92.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.73% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $1,097 | $5,170-78.8% | $4,617-76.2% | $4,869-77.5% |
| Participant deferral / active EE | $2,490 | $6,343-60.7% | $5,984-58.4% | $5,287-52.9% |
| Admin fee / account holder | $105 | $9,817-98.9% | $8,357-98.7% | $10,133-99.0% |