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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 | $103,957-92.8% | $69,182-89.2% | $273,965-97.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 17.84% | 35.28%-17.4pp | -21.94%+39.8pp | 41.45%-23.6pp |
| Employer contribution / active EE | $1,672 | $1,781-6.1% | $1,205+38.7% | $4,869-65.7% |
| Participant deferral / active EE | $3,383 | $2,716+24.6% | $1,896+78.4% | $5,287-36.0% |
| Admin fee / account holder | $59 | $3,671-98.4% | $2,697-97.8% | $10,132-99.4% |