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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 | $11,681 | $105,623-88.9% | $87,502-86.7% | $273,972-95.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.67% | 12.26%-8.6pp | 12.21%-8.5pp | 41.46%-37.8pp |
| Employer contribution / active EE | $495 | $3,141-84.2% | $2,550-80.6% | $4,869-89.8% |
| Participant deferral / active EE | $405 | $3,601-88.8% | $3,149-87.1% | $5,287-92.3% |
| Admin fee / account holder | $31 | $4,781-99.4% | $4,221-99.3% | $10,133-99.7% |