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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 | $18,327 | $105,623-82.6% | $87,502-79.1% | $273,972-93.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 10.01% | 12.26%-2.2pp | 12.21%-2.2pp | 41.46%-31.4pp |
| Employer contribution / active EE | $3,238 | $3,141+3.1% | $2,550+27.0% | $4,869-33.5% |
| Participant deferral / active EE | $7,435 | $3,601+106.5% | $3,149+136.1% | $5,287+40.6% |
| Admin fee / account holder | $113 | $4,781-97.6% | $4,221-97.3% | $10,133-98.9% |