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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 | $9,576 | $106,864-91.0% | $147,318-93.5% | $82,637-88.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 30.42% | 27.49%+2.9pp | 70.43%-40.0pp | 53.51%-23.1pp |
| Employer contribution / active EE | $3,321 | $3,417-2.8% | $4,593-27.7% | $2,552+30.1% |
| Participant deferral / active EE | $2,812 | $6,496-56.7% | $7,906-64.4% | $4,126-31.9% |
| Admin fee / account holder | $15 | $8,415-99.8% | $13,708-99.9% | $7,339-99.8% |