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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 | $20,865 | $67,602-69.1% | $82,312-74.7% | $70,126-70.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.12% | 21.57%-0.4pp | 25.88%-4.8pp | 73.15%-52.0pp |
| Employer contribution / active EE | $1,603 | $1,755-8.7% | $2,428-34.0% | $2,343-31.6% |
| Participant deferral / active EE | $3,146 | $2,987+5.3% | $3,706-15.1% | $3,332-5.6% |
| Admin fee / account holder | $125 | $4,512-97.2% | $5,608-97.8% | $4,645-97.3% |