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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 | $19,463 | $65,961-70.5% | $180,320-89.2% | $94,015-79.3% |
| Participation rate | 89.3% | 61.3%+28.0pp | 71.5%+17.7pp | 70.8%+18.5pp |
| Annual return | 21.52% | 14.27%+7.2pp | 778.54%-757.0pp | 17.84%+3.7pp |
| Employer contribution / active EE | $2,415 | $1,737+39.0% | $4,108-41.2% | $2,790-13.4% |
| Participant deferral / active EE | $4,300 | $3,003+43.2% | $4,304-0.1% | $4,249+1.2% |
| Admin fee / account holder | $249 | $4,901-94.9% | $10,000-97.5% | $8,951-97.2% |