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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 | $23,659 | $98,776-76.0% | $149,745-84.2% | $79,856-70.4% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.5%-0.5pp | 69.6%+12.4pp |
| Annual return | 14.12% | 27.38%-13.3pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $4,611 | $3,217+43.3% | $4,646-0.8% | $2,471+86.6% |
| Participant deferral / active EE | $4,512 | $5,681-20.6% | $6,843-34.1% | $3,741+20.6% |
| Admin fee / account holder | $15 | $6,053-99.8% | $9,312-99.8% | $5,306-99.7% |