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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 | $19,626 | $89,367-78.0% | $141,191-86.1% | $72,975-73.1% |
| Participation rate | 96.8% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 26.49% | 111.87%-85.4pp | 71.41%-44.9pp | 81.01%-54.5pp |
| Employer contribution / active EE | $3,118 | $3,115+0.1% | $4,736-34.2% | $2,440+27.8% |
| Participant deferral / active EE | $5,628 | $5,419+3.9% | $6,710-16.1% | $3,608+56.0% |
| Admin fee / account holder | $259 | $5,957-95.6% | $10,264-97.5% | $5,124-94.9% |