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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 | $14,233 | $72,177-80.3% | $115,038-87.6% | $59,633-76.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 18.86% | 12.02%+6.8pp | 26.14%-7.3pp | 2041.45%-2022.6pp |
| Employer contribution / active EE | $4,413 | $2,841+55.3% | $4,608-4.2% | $2,203+100.4% |
| Participant deferral / active EE | $8,622 | $4,783+80.3% | $6,026+43.1% | $3,192+170.2% |
| Admin fee / account holder | $106 | $4,927-97.8% | $8,175-98.7% | $4,297-97.5% |