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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 | $13,571 | $41,377-67.2% | $109,313-87.6% | $62,881-78.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 49.29% | 11.05%+38.2pp | 22.07%+27.2pp | 20.14%+29.1pp |
| Employer contribution / active EE | $3,810 | $1,276+198.6% | $3,892-2.1% | $2,281+67.0% |
| Participant deferral / active EE | $1,569 | $2,045-23.3% | $3,166-50.5% | $3,203-51.0% |
| Admin fee / account holder | $31 | $2,884-98.9% | $5,666-99.5% | $4,296-99.3% |