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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 | $8,604 | $72,273-88.1% | $101,275-91.5% | $79,856-89.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 24.81% | 22.30%+2.5pp | 46.48%-21.7pp | 31.71%-6.9pp |
| Employer contribution / active EE | $3,056 | $2,691+13.5% | $3,660-16.5% | $2,471+23.7% |
| Participant deferral / active EE | $3,340 | $3,282+1.8% | $4,371-23.6% | $3,741-10.7% |
| Admin fee / account holder | $230 | $4,401-94.8% | $5,948-96.1% | $5,306-95.7% |