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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 | $6,616 | $76,550-91.4% | $123,894-94.7% | $62,881-89.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 19.43% | 18.67%+0.8pp | 47.52%-28.1pp | 20.14%-0.7pp |
| Employer contribution / active EE | $1,945 | $2,882-32.5% | $4,617-57.9% | $2,281-14.7% |
| Participant deferral / active EE | $3,175 | $4,840-34.4% | $5,984-46.9% | $3,203-0.9% |
| Admin fee / account holder | $53 | $4,826-98.9% | $8,357-99.4% | $4,296-98.8% |