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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 | $114,712-73.5% | $173,730-82.5% | $87,485-65.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 24.51% | 20.18%+4.3pp | 19.96%+4.6pp | 26.06%-1.6pp |
| Employer contribution / active EE | $4,585 | $2,904+57.9% | $4,577+0.2% | $2,596+76.6% |
| Participant deferral / active EE | $8,717 | $4,642+87.8% | $6,326+37.8% | $4,274+104.0% |
| Admin fee / account holder | $49 | $10,210-99.5% | $17,523-99.7% | $7,775-99.4% |