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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 | $18,072 | $76,551-76.4% | $123,894-85.4% | $62,881-71.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 21.46% | 18.68%+2.8pp | 47.52%-26.1pp | 20.14%+1.3pp |
| Employer contribution / active EE | $2,288 | $2,882-20.6% | $4,617-50.4% | $2,281+0.3% |
| Participant deferral / active EE | $3,975 | $4,840-17.9% | $5,984-33.6% | $3,203+24.1% |
| Admin fee / account holder | $38 | $4,826-99.2% | $8,357-99.5% | $4,296-99.1% |