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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 | $17,013 | $81,403-79.1% | $147,027-88.4% | $87,485-80.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 24.46% | 16.51%+7.9pp | 20.23%+4.2pp | 26.06%-1.6pp |
| Employer contribution / active EE | $1,064 | $2,205-51.8% | $3,626-70.7% | $2,596-59.0% |
| Participant deferral / active EE | $5,575 | $3,315+68.1% | $4,933+13.0% | $4,274+30.4% |
| Admin fee / account holder | $2 | $6,755-100.0% | $12,223-100.0% | $7,775-100.0% |