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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 | $6,877 | $99,345-93.1% | $84,753-91.9% | $273,972-97.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.35% | 22.93%-10.6pp | 22.78%-10.4pp | 41.46%-29.1pp |
| Employer contribution / active EE | $1,527 | $4,214-63.8% | $3,574-57.3% | $4,869-68.6% |
| Participant deferral / active EE | $1,712 | $4,270-59.9% | $3,712-53.9% | $5,287-67.6% |
| Admin fee / account holder | $65 | $6,645-99.0% | $5,333-98.8% | $10,133-99.4% |