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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 | $19,871 | $98,766-79.9% | $149,730-86.7% | $79,852-75.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.42% | 27.43%-3.0pp | 276.70%-252.3pp | 31.72%-7.3pp |
| Employer contribution / active EE | $3,392 | $3,217+5.5% | $4,645-27.0% | $2,471+37.3% |
| Participant deferral / active EE | $5,534 | $5,681-2.6% | $6,843-19.1% | $3,740+48.0% |
| Admin fee / account holder | $196 | $6,052-96.8% | $9,310-97.9% | $5,306-96.3% |