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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 | $13,854 | $73,787-81.2% | $98,716-86.0% | $82,448-83.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 46.50% | 18.57%+27.9pp | 31.81%+14.7pp | 41.64%+4.9pp |
| Employer contribution / active EE | $1,057 | $1,511-30.1% | $2,279-53.6% | $2,551-58.6% |
| Participant deferral / active EE | $5,689 | $3,081+84.6% | $4,048+40.6% | $4,139+37.4% |
| Admin fee / account holder | $25 | $6,500-99.6% | $8,703-99.7% | $7,234-99.7% |