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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 | $8,036 | $76,371-89.5% | $93,621-91.4% | $72,976-89.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 41.58% | 25.82%+15.8pp | 32.76%+8.8pp | 81.02%-39.4pp |
| Employer contribution / active EE | $3,138 | $2,276+37.9% | $2,719+15.4% | $2,440+28.6% |
| Participant deferral / active EE | $2,956 | $3,538-16.5% | $4,070-27.4% | $3,608-18.1% |
| Admin fee / account holder | $17 | $6,839-99.8% | $7,890-99.8% | $5,124-99.7% |