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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 | $14,076 | $105,623-86.7% | $87,502-83.9% | $273,972-94.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 17.57% | 12.26%+5.3pp | 12.21%+5.4pp | 41.46%-23.9pp |
| Employer contribution / active EE | $1,584 | $3,141-49.6% | $2,550-37.9% | $4,869-67.5% |
| Participant deferral / active EE | $5,774 | $3,601+60.4% | $3,149+83.4% | $5,287+9.2% |
| Admin fee / account holder | $74 | $4,781-98.5% | $4,221-98.3% | $10,133-99.3% |