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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 | $20,064 | $113,941-82.4% | $94,228-78.7% | $125,388-84.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 34.91% | 5.29%+29.6pp | 10.68%+24.2pp | 282.24%-247.3pp |
| Employer contribution / active EE | $1,541 | $4,727-67.4% | $3,587-57.0% | $4,866-68.3% |
| Participant deferral / active EE | $5,537 | $5,179+6.9% | $4,320+28.2% | $5,352+3.5% |
| Admin fee / account holder | $240 | $8,392-97.1% | $6,269-96.2% | $9,541-97.5% |