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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 | $13,384 | $58,600-77.2% | $83,327-83.9% | $64,173-79.1% |
| Participation rate | 87.0% | 72.0%+14.9pp | 77.8%+9.2pp | 69.6%+17.4pp |
| Annual return | 0.00% | 9.66%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,509 | $2,098+19.6% | $3,379-25.7% | $2,381+5.4% |
| Participant deferral / active EE | $6,597 | $4,656+41.7% | $5,565+18.5% | $3,470+90.1% |
| Admin fee / account holder | $113 | $9,282-98.8% | $7,540-98.5% | $4,887-97.7% |