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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 | $8,448 | $76,551-89.0% | $123,894-93.2% | $62,881-86.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 20.58% | 18.68%+1.9pp | 47.52%-26.9pp | 20.14%+0.4pp |
| Employer contribution / active EE | $987 | $2,882-65.8% | $4,617-78.6% | $2,281-56.7% |
| Participant deferral / active EE | $4,647 | $4,840-4.0% | $5,984-22.3% | $3,203+45.1% |
| Admin fee / account holder | $33 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |