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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 | $14,774 | $78,423-81.2% | $95,964-84.6% | $79,856-81.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 31.44% | 19.37%+12.1pp | 91.64%-60.2pp | 31.71%-0.3pp |
| Employer contribution / active EE | $2,057 | $1,945+5.7% | $2,541-19.1% | $2,471-16.8% |
| Participant deferral / active EE | $3,475 | $3,440+1.0% | $4,167-16.6% | $3,741-7.1% |
| Admin fee / account holder | $282 | $5,622-95.0% | $6,797-95.9% | $5,306-94.7% |