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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 | $33,000 | $177,595-81.4% | $148,496-77.8% | $198,609-83.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 25.41% | 9.97%+15.4pp | 12.33%+13.1pp | 202.70%-177.3pp |
| Employer contribution / active EE | $1,050 | $4,098-74.4% | $3,497-70.0% | $5,055-79.2% |
| Participant deferral / active EE | $7,994 | $5,539+44.3% | $4,808+66.3% | $6,977+14.6% |
| Admin fee / account holder | $69 | $27,010-99.7% | $19,547-99.6% | $19,030-99.6% |