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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 | $14,539 | $49,025-70.3% | $87,502-83.4% | $62,881-76.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 11.10% | 10.02%+1.1pp | 12.21%-1.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $2,434 | $1,372+77.4% | $2,550-4.6% | $2,281+6.7% |
| Participant deferral / active EE | $4,856 | $2,289+112.1% | $3,149+54.2% | $3,203+51.6% |
| Admin fee / account holder | $253 | $4,065-93.8% | $4,221-94.0% | $4,296-94.1% |