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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 | $9,725 | $49,249-80.3% | $70,476-86.2% | $79,852-87.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 42.81% | 30.09%+12.7pp | 109.12%-66.3pp | 31.72%+11.1pp |
| Employer contribution / active EE | $2,498 | $2,100+18.9% | $2,738-8.8% | $2,471+1.1% |
| Participant deferral / active EE | $4,843 | $2,769+74.9% | $3,710+30.5% | $3,740+29.5% |
| Admin fee / account holder | $267 | $2,878-90.7% | $3,847-93.0% | $5,306-95.0% |