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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 | $22,257 | $85,766-74.0% | $136,298-83.7% | $70,126-68.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 33.14% | 31.46%+1.7pp | 5156.27%-5123.1pp | 73.15%-40.0pp |
| Employer contribution / active EE | $6,503 | $2,966+119.3% | $4,696+38.5% | $2,343+177.6% |
| Participant deferral / active EE | $6,268 | $5,051+24.1% | $6,247+0.3% | $3,332+88.1% |
| Admin fee / account holder | $210 | $5,421-96.1% | $9,244-97.7% | $4,645-95.5% |