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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 | $9,521 | $72,273-86.8% | $101,275-90.6% | $79,856-88.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 24.51% | 22.30%+2.2pp | 46.48%-22.0pp | 31.71%-7.2pp |
| Employer contribution / active EE | $1,855 | $2,691-31.1% | $3,660-49.3% | $2,471-24.9% |
| Participant deferral / active EE | $4,383 | $3,282+33.5% | $4,371+0.3% | $3,741+17.2% |
| Admin fee / account holder | $59 | $4,401-98.7% | $5,948-99.0% | $5,306-98.9% |