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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 | $12,419 | $99,345-87.5% | $84,753-85.3% | $273,972-95.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 28.19% | 22.93%+5.3pp | 22.78%+5.4pp | 41.46%-13.3pp |
| Employer contribution / active EE | $1,783 | $4,214-57.7% | $3,574-50.1% | $4,869-63.4% |
| Participant deferral / active EE | $7,737 | $4,270+81.2% | $3,712+108.4% | $5,287+46.3% |
| Admin fee / account holder | $132 | $6,645-98.0% | $5,333-97.5% | $10,133-98.7% |