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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 | $5,287 | $49,255-89.3% | $70,494-92.5% | $79,856-93.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 35.14% | 30.10%+5.0pp | 109.16%-74.0pp | 31.71%+3.4pp |
| Employer contribution / active EE | $2,486 | $2,100+18.4% | $2,738-9.2% | $2,471+0.6% |
| Participant deferral / active EE | $1,977 | $2,768-28.6% | $3,711-46.7% | $3,741-47.1% |
| Admin fee / account holder | $192 | $2,879-93.3% | $3,848-95.0% | $5,306-96.4% |