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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 | $15,108 | $98,766-84.7% | $149,730-89.9% | $79,852-81.1% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 33.57% | 27.43%+6.1pp | 276.70%-243.1pp | 31.72%+1.9pp |
| Employer contribution / active EE | $2,480 | $3,217-22.9% | $4,645-46.6% | $2,471+0.4% |
| Participant deferral / active EE | $5,502 | $5,681-3.1% | $6,843-19.6% | $3,740+47.1% |
| Admin fee / account holder | $20 | $6,052-99.7% | $9,310-99.8% | $5,306-99.6% |