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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 | $10,848 | $93,598-88.4% | $135,974-92.0% | $75,173-85.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.92% | 30.89%-5.0pp | 68.30%-42.4pp | 160.72%-134.8pp |
| Employer contribution / active EE | $3,337 | $3,538-5.7% | $4,859-31.3% | $2,671+24.9% |
| Participant deferral / active EE | $2,968 | $6,405-53.7% | $7,760-61.8% | $4,126-28.1% |
| Admin fee / account holder | $62 | $6,978-99.1% | $10,767-99.4% | $5,651-98.9% |