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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 | $14,637 | $71,230-79.5% | $93,727-84.4% | $80,959-81.9% |
| Participation rate | 96.1% | 60.4%+35.7pp | 68.7%+27.4pp | 67.7%+28.4pp |
| Annual return | 24.07% | 11.26%+12.8pp | 133.83%-109.8pp | 35.67%-11.6pp |
| Employer contribution / active EE | $3,598 | $1,565+129.9% | $2,421+48.6% | $2,757+30.5% |
| Participant deferral / active EE | $6,860 | $4,037+69.9% | $4,417+55.3% | $4,300+59.5% |
| Admin fee / account holder | $270 | $6,961-96.1% | $8,292-96.7% | $6,925-96.1% |