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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 | $16,038 | $88,707-81.9% | $74,184-78.4% | $273,972-94.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 21.63% | 11.94%+9.7pp | 17.74%+3.9pp | 41.46%-19.8pp |
| Employer contribution / active EE | $1,974 | $3,159-37.5% | $2,370-16.7% | $4,869-59.5% |
| Participant deferral / active EE | $7,022 | $4,212+66.7% | $3,550+97.8% | $5,287+32.8% |
| Admin fee / account holder | $174 | $8,717-98.0% | $5,586-96.9% | $10,133-98.3% |