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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 | $10,449 | $56,894-81.6% | $84,753-87.7% | $62,881-83.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.90% | 6.30%+4.6pp | 22.78%-11.9pp | 20.14%-9.2pp |
| Employer contribution / active EE | $946 | $2,400-60.6% | $3,574-73.5% | $2,281-58.5% |
| Participant deferral / active EE | $2,943 | $2,709+8.6% | $3,712-20.7% | $3,203-8.1% |
| Admin fee / account holder | $81 | $3,581-97.7% | $5,333-98.5% | $4,296-98.1% |