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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 | $12,458 | $106,749-88.3% | $145,433-91.4% | $82,448-84.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.02% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,197 | $3,444-36.2% | $4,554-51.8% | $2,551-13.9% |
| Participant deferral / active EE | $4,928 | $6,519-24.4% | $7,897-37.6% | $4,139+19.0% |
| Admin fee / account holder | $282 | $8,390-96.6% | $13,129-97.9% | $7,234-96.1% |