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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 | $11,521 | $99,345-88.4% | $84,753-86.4% | $273,972-95.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.59% | 22.93%-14.3pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,807 | $4,214-57.1% | $3,574-49.4% | $4,869-62.9% |
| Participant deferral / active EE | $2,315 | $4,270-45.8% | $3,712-37.6% | $5,287-56.2% |
| Admin fee / account holder | $280 | $6,645-95.8% | $5,333-94.8% | $10,133-97.2% |