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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 | $8,863 | $76,551-88.4% | $123,894-92.8% | $62,881-85.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 21.23% | 18.68%+2.6pp | 47.52%-26.3pp | 20.14%+1.1pp |
| Employer contribution / active EE | $2,218 | $2,882-23.1% | $4,617-52.0% | $2,281-2.8% |
| Participant deferral / active EE | $3,062 | $4,840-36.7% | $5,984-48.8% | $3,203-4.4% |
| Admin fee / account holder | $168 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |