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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 | $8,303 | $96,558-91.4% | $80,977-89.7% | $273,972-97.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.42% | 15.14%-0.7pp | 17.11%-2.7pp | 41.46%-27.0pp |
| Employer contribution / active EE | $1,176 | $4,869-75.8% | $3,715-68.3% | $4,869-75.8% |
| Participant deferral / active EE | $3,894 | $6,598-41.0% | $5,696-31.6% | $5,287-26.4% |
| Admin fee / account holder | $82 | $7,493-98.9% | $5,517-98.5% | $10,133-99.2% |