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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 | $9,527 | $99,345-90.4% | $84,753-88.8% | $273,972-96.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.32% | 22.93%-6.6pp | 22.78%-6.5pp | 41.46%-25.1pp |
| Employer contribution / active EE | $2,578 | $4,214-38.8% | $3,574-27.9% | $4,869-47.1% |
| Participant deferral / active EE | $3,659 | $4,270-14.3% | $3,712-1.4% | $5,287-30.8% |
| Admin fee / account holder | $38 | $6,645-99.4% | $5,333-99.3% | $10,133-99.6% |