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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 | $22,006 | $106,749-79.4% | $145,433-84.9% | $82,448-73.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 23.44% | 27.59%-4.1pp | 66.58%-43.1pp | 41.64%-18.2pp |
| Employer contribution / active EE | $3,935 | $3,444+14.2% | $4,554-13.6% | $2,551+54.2% |
| Participant deferral / active EE | $3,112 | $6,519-52.3% | $7,897-60.6% | $4,139-24.8% |
| Admin fee / account holder | $240 | $8,390-97.1% | $13,129-98.2% | $7,234-96.7% |