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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 | $10,859 | $88,707-87.8% | $74,184-85.4% | $273,972-96.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.57% | 11.94%-2.4pp | 17.74%-8.2pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,960 | $3,159-6.3% | $2,370+24.9% | $4,869-39.2% |
| Participant deferral / active EE | $3,458 | $4,212-17.9% | $3,550-2.6% | $5,287-34.6% |
| Admin fee / account holder | $154 | $8,717-98.2% | $5,586-97.2% | $10,133-98.5% |