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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 | $18,002 | $87,132-79.3% | $105,624-83.0% | $80,959-77.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 32.63% | 17.03%+15.6pp | 116.20%-83.6pp | 35.67%-3.0pp |
| Employer contribution / active EE | $827 | $2,397-65.5% | $3,168-73.9% | $2,757-70.0% |
| Participant deferral / active EE | $4,821 | $3,985+21.0% | $5,013-3.8% | $4,300+12.1% |
| Admin fee / account holder | $24 | $8,449-99.7% | $10,961-99.8% | $6,925-99.7% |