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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 | $10,771 | $93,064-88.4% | $74,577-85.6% | $273,972-96.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.80% | 26.18%-19.4pp | 20.47%-13.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,353 | $3,160-57.2% | $2,525-46.4% | $4,869-72.2% |
| Participant deferral / active EE | $3,329 | $4,160-20.0% | $3,458-3.7% | $5,287-37.0% |
| Admin fee / account holder | $115 | $5,273-97.8% | $4,138-97.2% | $10,133-98.9% |