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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 | $7,857 | $99,345-92.1% | $84,753-90.7% | $273,972-97.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.12% | 22.93%-14.8pp | 22.78%-14.7pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,651 | $4,214-60.8% | $3,574-53.8% | $4,869-66.1% |
| Participant deferral / active EE | $2,682 | $4,270-37.2% | $3,712-27.7% | $5,287-49.3% |
| Admin fee / account holder | $35 | $6,645-99.5% | $5,333-99.4% | $10,133-99.7% |