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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 | $108,825-72.1% | $156,181-80.5% | $82,448-63.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 24.51% | 20.59%+3.9pp | 64.87%-40.4pp | 41.64%-17.1pp |
| Employer contribution / active EE | $4,585 | $2,870+59.8% | $4,294+6.8% | $2,551+79.7% |
| Participant deferral / active EE | $8,717 | $4,577+90.4% | $6,132+42.2% | $4,139+110.6% |
| Admin fee / account holder | $49 | $9,341-99.5% | $14,586-99.7% | $7,234-99.3% |