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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 | $14,910 | $81,504-81.7% | $102,437-85.4% | $80,959-81.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 22.58% | 25.60%-3.0pp | 24.95%-2.4pp | 35.67%-13.1pp |
| Employer contribution / active EE | $1,922 | $3,104-38.1% | $3,871-50.3% | $2,757-30.3% |
| Participant deferral / active EE | $3,487 | $3,871-9.9% | $5,060-31.1% | $4,300-18.9% |
| Admin fee / account holder | $59 | $6,719-99.1% | $8,388-99.3% | $6,925-99.2% |