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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 | $13,364 | $84,236-84.1% | $170,435-92.2% | $70,126-80.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.74% | 23.06%-6.3pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $4,631 | $3,387+36.7% | $5,432-14.7% | $2,343+97.7% |
| Participant deferral / active EE | $2,817 | $3,086-8.7% | $4,939-43.0% | $3,332-15.5% |
| Admin fee / account holder | $219 | $5,698-96.2% | $13,881-98.4% | $4,645-95.3% |