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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 | $41,309 | $212,777-80.6% | $173,703-76.2% | $198,609-79.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 4.43% | 18.82%-14.4pp | 17.46%-13.0pp | 202.70%-198.3pp |
| Employer contribution / active EE | $5,727 | $5,214+9.8% | $4,288+33.6% | $5,055+13.3% |
| Participant deferral / active EE | $3,106 | $5,697-45.5% | $4,854-36.0% | $6,977-55.5% |
| Admin fee / account holder | $253 | $19,536-98.7% | $15,562-98.4% | $19,030-98.7% |