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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 | $16,442 | $93,345-82.4% | $119,126-86.2% | $87,485-81.2% |
| Participation rate | 88.9% | 68.7%+20.2pp | 75.8%+13.1pp | 68.9%+20.0pp |
| Annual return | 22.18% | 19.08%+3.1pp | 282.11%-259.9pp | 26.06%-3.9pp |
| Employer contribution / active EE | $2,532 | $3,172-20.2% | $4,034-37.2% | $2,596-2.5% |
| Participant deferral / active EE | $5,094 | $4,099+24.3% | $5,318-4.2% | $4,274+19.2% |
| Admin fee / account holder | $46 | $8,039-99.4% | $10,693-99.6% | $7,775-99.4% |