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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 | $14,101 | $99,345-85.8% | $84,753-83.4% | $273,972-94.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.17% | 22.93%-17.8pp | 22.78%-17.6pp | 41.46%-36.3pp |
| Employer contribution / active EE | $943 | $4,214-77.6% | $3,574-73.6% | $4,869-80.6% |
| Participant deferral / active EE | $1,686 | $4,270-60.5% | $3,712-54.6% | $5,287-68.1% |
| Admin fee / account holder | $7 | $6,645-99.9% | $5,333-99.9% | $10,133-99.9% |