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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 | $3,901 | $39,132-90.0% | $57,196-93.2% | $62,881-93.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 24.52% | 9.24%+15.3pp | 14.59%+9.9pp | 20.14%+4.4pp |
| Employer contribution / active EE | $886 | $1,874-52.7% | $2,683-67.0% | $2,281-61.2% |
| Participant deferral / active EE | $1,281 | $2,374-46.0% | $3,096-58.6% | $3,203-60.0% |
| Admin fee / account holder | $289 | $2,594-88.9% | $3,141-90.8% | $4,296-93.3% |