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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 | $10,118 | $135,956-92.6% | $123,894-91.8% | $273,972-96.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 71.80% | 56.63%+15.2pp | 47.52%+24.3pp | 41.46%+30.3pp |
| Employer contribution / active EE | $1,855 | $5,170-64.1% | $4,617-59.8% | $4,869-61.9% |
| Participant deferral / active EE | $3,053 | $6,343-51.9% | $5,984-49.0% | $5,287-42.3% |
| Admin fee / account holder | $248 | $9,817-97.5% | $8,357-97.0% | $10,133-97.6% |