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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 | $15,337 | $106,749-85.6% | $145,433-89.5% | $82,448-81.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 25.15% | 27.59%-2.4pp | 66.58%-41.4pp | 41.64%-16.5pp |
| Employer contribution / active EE | $1,917 | $3,444-44.3% | $4,554-57.9% | $2,551-24.9% |
| Participant deferral / active EE | $3,870 | $6,519-40.6% | $7,897-51.0% | $4,139-6.5% |
| Admin fee / account holder | $272 | $8,390-96.8% | $13,129-97.9% | $7,234-96.2% |