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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 | $13,205 | $83,485-84.2% | $125,195-89.5% | $72,976-81.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 35.12% | 25.77%+9.3pp | 43.79%-8.7pp | 81.02%-45.9pp |
| Employer contribution / active EE | $3,885 | $2,346+65.6% | $3,866+0.5% | $2,440+59.2% |
| Participant deferral / active EE | $3,881 | $3,586+8.2% | $4,937-21.4% | $3,608+7.6% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |