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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 | $16,021 | $93,598-82.9% | $135,974-88.2% | $75,173-78.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 23.45% | 30.89%-7.4pp | 68.30%-44.9pp | 160.72%-137.3pp |
| Employer contribution / active EE | $4,490 | $3,538+26.9% | $4,859-7.6% | $2,671+68.1% |
| Participant deferral / active EE | $2,954 | $6,405-53.9% | $7,760-61.9% | $4,126-28.4% |
| Admin fee / account holder | $182 | $6,978-97.4% | $10,767-98.3% | $5,651-96.8% |