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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 | $15,358 | $99,341-84.5% | $84,750-81.9% | $273,965-94.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.60% | 22.93%-18.3pp | 22.78%-18.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $6,580 | $4,214+56.2% | $3,574+84.1% | $4,869+35.2% |
| Participant deferral / active EE | $3,404 | $4,269-20.3% | $3,712-8.3% | $5,287-35.6% |
| Admin fee / account holder | $52 | $6,644-99.2% | $5,332-99.0% | $10,132-99.5% |