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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 | $23,316 | $91,559-74.5% | $133,978-82.6% | $79,856-70.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 21.18% | 61.85%-40.7pp | 45.10%-23.9pp | 31.71%-10.5pp |
| Employer contribution / active EE | $8,152 | $2,384+242.0% | $3,919+108.0% | $2,471+229.9% |
| Participant deferral / active EE | $4,364 | $3,734+16.9% | $5,047-13.5% | $3,741+16.7% |
| Admin fee / account holder | $65 | $6,321-99.0% | $8,930-99.3% | $5,306-98.8% |