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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 | $15,974 | $81,504-80.4% | $102,437-84.4% | $80,959-80.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 31.50% | 25.60%+5.9pp | 24.95%+6.6pp | 35.67%-4.2pp |
| Employer contribution / active EE | $5,504 | $3,104+77.3% | $3,871+42.2% | $2,757+99.6% |
| Participant deferral / active EE | $4,198 | $3,871+8.5% | $5,060-17.0% | $4,300-2.4% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |