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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 | $19,720 | $60,349-67.3% | $74,184-73.4% | $62,881-68.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.81% | 21.38%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $3,745 | $1,680+122.9% | $2,370+58.0% | $2,281+64.2% |
| Participant deferral / active EE | $2,919 | $2,856+2.2% | $3,550-17.8% | $3,203-8.9% |
| Admin fee / account holder | $16 | $4,261-99.6% | $5,586-99.7% | $4,296-99.6% |