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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 | $13,220 | $103,393-87.2% | $87,103-84.8% | $152,909-91.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 31.56% | 28.10%+3.5pp | 28.19%+3.4pp | 345.46%-313.9pp |
| Employer contribution / active EE | $4,367 | $3,221+35.6% | $2,521+73.2% | $4,764-8.3% |
| Participant deferral / active EE | $4,153 | $4,778-13.1% | $4,049+2.6% | $5,851-29.0% |
| Admin fee / account holder | $182 | $12,195-98.5% | $7,491-97.6% | $11,601-98.4% |