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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 | $7,489 | $67,602-88.9% | $82,312-90.9% | $70,126-89.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.86% | 21.57%+1.3pp | 25.88%-3.0pp | 73.15%-50.3pp |
| Employer contribution / active EE | $1,087 | $1,755-38.1% | $2,428-55.2% | $2,343-53.6% |
| Participant deferral / active EE | $1,745 | $2,987-41.6% | $3,706-52.9% | $3,332-47.6% |
| Admin fee / account holder | $270 | $4,512-94.0% | $5,608-95.2% | $4,645-94.2% |