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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 | $14,058 | $88,707-84.2% | $74,184-81.0% | $273,972-94.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.43% | 11.94%-2.5pp | 17.74%-8.3pp | 41.46%-32.0pp |
| Employer contribution / active EE | $2,832 | $3,159-10.4% | $2,370+19.5% | $4,869-41.8% |
| Participant deferral / active EE | $6,374 | $4,212+51.3% | $3,550+79.6% | $5,287+20.5% |
| Admin fee / account holder | $278 | $8,717-96.8% | $5,586-95.0% | $10,133-97.3% |