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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 | $10,308 | $48,078-78.6% | $78,676-86.9% | $62,881-83.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 24.92% | 31.36%-6.4pp | 62.19%-37.3pp | 20.14%+4.8pp |
| Employer contribution / active EE | $3,456 | $2,015+71.5% | $2,850+21.3% | $2,281+51.5% |
| Participant deferral / active EE | $3,858 | $2,587+49.1% | $3,517+9.7% | $3,203+20.5% |
| Admin fee / account holder | $77 | $3,206-97.6% | $4,510-98.3% | $4,296-98.2% |