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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 | $7,430 | $96,558-92.3% | $80,977-90.8% | $273,972-97.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 10.55% | 15.14%-4.6pp | 17.11%-6.6pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,979 | $4,869-59.4% | $3,715-46.7% | $4,869-59.4% |
| Participant deferral / active EE | $3,038 | $6,598-54.0% | $5,696-46.7% | $5,287-42.6% |
| Admin fee / account holder | $20 | $7,493-99.7% | $5,517-99.6% | $10,133-99.8% |