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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 | $12,936 | $73,988-82.5% | $96,538-86.6% | $75,177-82.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 41.83% | 26.73%+15.1pp | 35.74%+6.1pp | 160.75%-118.9pp |
| Employer contribution / active EE | $3,138 | $2,930+7.1% | $3,740-16.1% | $2,671+17.5% |
| Participant deferral / active EE | $5,417 | $3,660+48.0% | $4,880+11.0% | $4,126+31.3% |
| Admin fee / account holder | $73 | $5,220-98.6% | $6,737-98.9% | $5,651-98.7% |