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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 | $17,643 | $56,110-68.6% | $94,993-81.4% | $70,124-74.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 26.39% | 51.02%-24.6pp | 27.14%-0.8pp | 73.14%-46.8pp |
| Employer contribution / active EE | $4,556 | $1,442+215.9% | $2,603+75.0% | $2,342+94.5% |
| Participant deferral / active EE | $4,642 | $2,391+94.1% | $3,317+39.9% | $3,332+39.3% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |