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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 | $8,330 | $99,345-91.6% | $84,753-90.2% | $273,972-97.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.96% | 22.93%-10.0pp | 22.78%-9.8pp | 41.46%-28.5pp |
| Employer contribution / active EE | $1,706 | $4,214-59.5% | $3,574-52.3% | $4,869-65.0% |
| Participant deferral / active EE | $5,098 | $4,270+19.4% | $3,712+37.4% | $5,287-3.6% |
| Admin fee / account holder | $86 | $6,645-98.7% | $5,333-98.4% | $10,133-99.2% |