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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 | $8,930 | $88,707-89.9% | $74,184-88.0% | $273,972-96.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.32% | 11.94%+2.4pp | 17.74%-3.4pp | 41.46%-27.1pp |
| Employer contribution / active EE | $1,209 | $3,159-61.7% | $2,370-49.0% | $4,869-75.2% |
| Participant deferral / active EE | $3,535 | $4,212-16.1% | $3,550-0.4% | $5,287-33.1% |
| Admin fee / account holder | $60 | $8,717-99.3% | $5,586-98.9% | $10,133-99.4% |