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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 | $16,661 | $153,311-89.1% | $109,313-84.8% | $273,972-93.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.71% | 29.86%-24.2pp | 22.07%-16.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,052 | $5,619-81.3% | $3,892-73.0% | $4,869-78.4% |
| Participant deferral / active EE | $1,786 | $3,932-54.6% | $3,166-43.6% | $5,287-66.2% |
| Admin fee / account holder | $125 | $8,076-98.5% | $5,666-97.8% | $10,133-98.8% |