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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 | $14,589 | $105,623-86.2% | $87,502-83.3% | $273,972-94.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.51% | 12.26%-4.7pp | 12.21%-4.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $3,930 | $3,141+25.1% | $2,550+54.1% | $4,869-19.3% |
| Participant deferral / active EE | $4,893 | $3,601+35.9% | $3,149+55.4% | $5,287-7.4% |
| Admin fee / account holder | $286 | $4,781-94.0% | $4,221-93.2% | $10,133-97.2% |