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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 | $26,460 | $125,797-79.0% | $170,028-84.4% | $75,181-64.8% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.0%+10.9pp | 67.2%+30.7pp |
| Annual return | 15.26% | 27.20%-11.9pp | 53.39%-38.1pp | 160.69%-145.4pp |
| Employer contribution / active EE | $4,452 | $4,616-3.6% | $6,788-34.4% | $2,671+66.7% |
| Participant deferral / active EE | $6,094 | $6,838-10.9% | $10,409-41.5% | $4,126+47.7% |
| Admin fee / account holder | $105 | $8,177-98.7% | $12,820-99.2% | $5,650-98.1% |