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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 | $30,383 | $123,478-75.4% | $216,567-86.0% | $94,015-67.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 24.51% | 23.61%+0.9pp | 12.94%+11.6pp | 17.84%+6.7pp |
| Employer contribution / active EE | $4,585 | $3,136+46.2% | $5,216-12.1% | $2,790+64.3% |
| Participant deferral / active EE | $8,717 | $4,556+91.3% | $6,191+40.8% | $4,249+105.1% |
| Admin fee / account holder | $49 | $12,753-99.6% | $21,981-99.8% | $8,951-99.5% |