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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 | $19,596 | $88,707-77.9% | $74,184-73.6% | $273,972-92.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.32% | 11.94%-4.6pp | 17.74%-10.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $4,846 | $3,159+53.4% | $2,370+104.5% | $4,869-0.5% |
| Participant deferral / active EE | $3,183 | $4,212-24.4% | $3,550-10.3% | $5,287-39.8% |
| Admin fee / account holder | $256 | $8,717-97.1% | $5,586-95.4% | $10,133-97.5% |