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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 | $138,386-95.2% | $184,260-96.4% | $80,935-91.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 30.80% | 20.02%+10.8pp | 28.84%+2.0pp | 35.66%-4.9pp |
| Employer contribution / active EE | $2,717 | $4,851-44.0% | $6,427-57.7% | $2,757-1.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $259 | $10,489-97.5% | $13,898-98.1% | $6,924-96.3% |