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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 | $25,033 | $86,938-71.2% | $102,423-75.6% | $80,925-69.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.21% | 18.89%-6.7pp | 29.42%-17.2pp | 35.65%-23.4pp |
| Employer contribution / active EE | $2,222 | $2,369-6.2% | $3,023-26.5% | $2,756-19.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $111 | $8,053-98.6% | $9,455-98.8% | $6,940-98.4% |