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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 | $6,579 | $138,393-95.2% | $184,256-96.4% | $80,959-91.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 30.80% | 20.01%+10.8pp | 28.85%+2.0pp | 35.67%-4.9pp |
| Employer contribution / active EE | $2,717 | $4,847-43.9% | $6,427-57.7% | $2,757-1.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $259 | $10,489-97.5% | $13,899-98.1% | $6,925-96.3% |