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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 | $110,137-72.4% | $161,149-81.1% | $82,637-63.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 24.51% | 20.69%+3.8pp | 21.16%+3.4pp | 53.51%-29.0pp |
| Employer contribution / active EE | $4,585 | $2,856+60.5% | $4,360+5.2% | $2,552+79.7% |
| Participant deferral / active EE | $8,717 | $4,575+90.6% | $6,153+41.7% | $4,126+111.3% |
| Admin fee / account holder | $49 | $9,467-99.5% | $15,194-99.7% | $7,339-99.3% |