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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 | $21,440 | $87,059-75.4% | $105,608-79.7% | $80,925-73.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.24% | 17.05%-1.8pp | 116.50%-101.3pp | 35.65%-20.4pp |
| Employer contribution / active EE | $2,283 | $2,396-4.7% | $3,167-27.9% | $2,756-17.2% |
| Participant deferral / active EE | $3,477 | $3,986-12.8% | $5,010-30.6% | $4,299-19.1% |
| Admin fee / account holder | $229 | $8,443-97.3% | $11,028-97.9% | $6,940-96.7% |