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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 | $11,302 | $76,551-85.2% | $123,894-90.9% | $62,881-82.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 44.61% | 18.68%+25.9pp | 47.52%-2.9pp | 20.14%+24.5pp |
| Employer contribution / active EE | $2,471 | $2,882-14.3% | $4,617-46.5% | $2,281+8.3% |
| Participant deferral / active EE | $4,062 | $4,840-16.1% | $5,984-32.1% | $3,203+26.8% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |