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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 | $13,957 | $99,345-86.0% | $84,753-83.5% | $273,972-94.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 34.27% | 22.93%+11.3pp | 22.78%+11.5pp | 41.46%-7.2pp |
| Employer contribution / active EE | $1,664 | $4,214-60.5% | $3,574-53.4% | $4,869-65.8% |
| Participant deferral / active EE | $7,946 | $4,270+86.1% | $3,712+114.1% | $5,287+50.3% |
| Admin fee / account holder | $25 | $6,645-99.6% | $5,333-99.5% | $10,133-99.8% |