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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 | $6,276 | $99,345-93.7% | $84,753-92.6% | $273,972-97.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.10% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,625 | $4,214-61.4% | $3,574-54.5% | $4,869-66.6% |
| Participant deferral / active EE | $1,025 | $4,270-76.0% | $3,712-72.4% | $5,287-80.6% |
| Admin fee / account holder | $107 | $6,645-98.4% | $5,333-98.0% | $10,133-98.9% |