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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 | $27,615 | $87,132-68.3% | $105,624-73.9% | $80,959-65.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.48% | 17.03%-1.5pp | 116.20%-100.7pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,817 | $2,397+59.3% | $3,168+20.5% | $2,757+38.5% |
| Participant deferral / active EE | $2,825 | $3,985-29.1% | $5,013-43.6% | $4,300-34.3% |
| Admin fee / account holder | $56 | $8,449-99.3% | $10,961-99.5% | $6,925-99.2% |