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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 | $15,084 | $79,955-81.1% | $98,461-84.7% | $75,173-79.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 24.54% | 19.75%+4.8pp | 21.17%+3.4pp | 160.72%-136.2pp |
| Employer contribution / active EE | $2,356 | $2,264+4.1% | $3,049-22.7% | $2,671-11.8% |
| Participant deferral / active EE | $3,611 | $3,752-3.8% | $4,738-23.8% | $4,126-12.5% |
| Admin fee / account holder | $89 | $6,841-98.7% | $8,961-99.0% | $5,651-98.4% |