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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 | $13,096 | $86,949-84.9% | $102,460-87.2% | $80,959-83.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.02% | 18.89%-3.9pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,473 | $2,370+4.4% | $3,025-18.3% | $2,757-10.3% |
| Participant deferral / active EE | $3,277 | $4,121-20.5% | $5,056-35.2% | $4,300-23.8% |
| Admin fee / account holder | $173 | $8,048-97.9% | $9,460-98.2% | $6,925-97.5% |