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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 | $10,782 | $103,949-89.6% | $69,182-84.4% | $273,972-96.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 15.35% | 35.28%-19.9pp | -21.93%+37.3pp | 41.46%-26.1pp |
| Employer contribution / active EE | $1,483 | $1,783-16.8% | $1,206+23.0% | $4,869-69.5% |
| Participant deferral / active EE | $3,558 | $2,716+31.0% | $1,897+87.5% | $5,287-32.7% |
| Admin fee / account holder | $86 | $3,671-97.7% | $2,697-96.8% | $10,133-99.2% |