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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 | $21,189 | $67,602-68.7% | $82,312-74.3% | $70,126-69.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.23% | 21.57%-7.3pp | 25.88%-11.6pp | 73.15%-58.9pp |
| Employer contribution / active EE | $4,324 | $1,755+146.4% | $2,428+78.1% | $2,343+84.6% |
| Participant deferral / active EE | $3,572 | $2,987+19.6% | $3,706-3.6% | $3,332+7.2% |
| Admin fee / account holder | $206 | $4,512-95.4% | $5,608-96.3% | $4,645-95.6% |