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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 | $11,336 | $54,541-79.2% | $78,778-85.6% | $70,126-83.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 26.30% | 21.07%+5.2pp | 35.62%-9.3pp | 73.15%-46.8pp |
| Employer contribution / active EE | $1,567 | $1,089+44.0% | $1,986-21.1% | $2,343-33.1% |
| Participant deferral / active EE | $4,141 | $2,210+87.4% | $2,958+40.0% | $3,332+24.3% |
| Admin fee / account holder | $148 | $3,709-96.0% | $5,134-97.1% | $4,645-96.8% |