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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 | $25,315 | $82,028-69.1% | $123,105-79.4% | $59,633-57.5% |
| Participation rate | 98.1% | 83.2%+14.9pp | 86.8%+11.3pp | 68.7%+29.4pp |
| Annual return | 3.70% | 5.12%-1.4pp | 13.22%-9.5pp | 2041.45%-2037.7pp |
| Employer contribution / active EE | $2,602 | $3,297-21.1% | $5,151-49.5% | $2,203+18.1% |
| Participant deferral / active EE | $4,590 | $4,667-1.6% | $6,229-26.3% | $3,192+43.8% |
| Admin fee / account holder | $227 | $5,879-96.1% | $9,014-97.5% | $4,297-94.7% |