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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 | $40,126 | $143,969-72.1% | $199,883-79.9% | $82,637-51.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 15.55% | 25.67%-10.1pp | 43.81%-28.3pp | 53.51%-38.0pp |
| Employer contribution / active EE | $3,500 | $4,632-24.5% | $6,261-44.1% | $2,552+37.1% |
| Participant deferral / active EE | $5,426 | $6,937-21.8% | $9,138-40.6% | $4,126+31.5% |
| Admin fee / account holder | $125 | $14,597-99.1% | $17,268-99.3% | $7,339-98.3% |