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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 | $18,374 | $73,978-75.2% | $96,515-81.0% | $75,173-75.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.35% | 26.72%-13.4pp | 35.73%-22.4pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,120 | $2,931-61.8% | $3,740-70.1% | $2,671-58.1% |
| Participant deferral / active EE | $3,191 | $3,660-12.8% | $4,880-34.6% | $4,126-22.7% |
| Admin fee / account holder | $104 | $5,219-98.0% | $6,735-98.5% | $5,651-98.2% |