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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 | $15,734 | $71,057-77.9% | $93,654-83.2% | $80,874-80.5% |
| Participation rate | 94.4% | 60.4%+34.0pp | 68.7%+25.7pp | 67.6%+26.8pp |
| Annual return | 14.90% | 11.26%+3.6pp | 133.34%-118.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,171 | $1,564+38.8% | $2,421-10.3% | $2,756-21.2% |
| Participant deferral / active EE | $2,896 | $4,034-28.2% | $4,413-34.4% | $4,297-32.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $8,282-100.0% | $6,935-100.0% |