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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 | $23,046 | $87,733-73.7% | $106,551-78.4% | $85,856-73.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 17.69% | 21.86%-4.2pp | 26.80%-9.1pp | 318.58%-300.9pp |
| Employer contribution / active EE | $5,309 | $2,073+156.1% | $2,819+88.3% | $2,565+107.0% |
| Participant deferral / active EE | $2,177 | $3,469-37.2% | $4,398-50.5% | $3,952-44.9% |
| Admin fee / account holder | $187 | $6,767-97.2% | $7,408-97.5% | $6,261-97.0% |