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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 | $18,966 | $93,617-79.7% | $135,982-86.1% | $75,177-74.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 48.87% | 30.89%+18.0pp | 68.32%-19.5pp | 160.75%-111.9pp |
| Employer contribution / active EE | $4,285 | $3,538+21.1% | $4,859-11.8% | $2,671+60.4% |
| Participant deferral / active EE | $6,025 | $6,406-5.9% | $7,760-22.4% | $4,126+46.0% |
| Admin fee / account holder | $37 | $6,980-99.5% | $10,767-99.7% | $5,651-99.3% |