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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 | $12,152 | $103,393-88.2% | $87,103-86.0% | $152,909-92.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 31.64% | 28.10%+3.5pp | 28.19%+3.4pp | 345.46%-313.8pp |
| Employer contribution / active EE | $2,253 | $3,221-30.0% | $2,521-10.6% | $4,764-52.7% |
| Participant deferral / active EE | $4,574 | $4,778-4.3% | $4,049+13.0% | $5,851-21.8% |
| Admin fee / account holder | $285 | $12,195-97.7% | $7,491-96.2% | $11,601-97.5% |