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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 | $13,186 | $72,269-81.8% | $101,271-87.0% | $79,852-83.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.52% | 22.29%-1.8pp | 46.48%-26.0pp | 31.72%-11.2pp |
| Employer contribution / active EE | $5,209 | $2,692+93.5% | $3,660+42.3% | $2,471+110.8% |
| Participant deferral / active EE | $2,623 | $3,282-20.1% | $4,371-40.0% | $3,740-29.9% |
| Admin fee / account holder | $128 | $4,401-97.1% | $5,948-97.9% | $5,306-97.6% |