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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 | $2,663 | $56,894-95.3% | $84,753-96.9% | $62,881-95.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.83% | 6.30%+6.5pp | 22.78%-10.0pp | 20.14%-7.3pp |
| Employer contribution / active EE | $646 | $2,400-73.1% | $3,574-81.9% | $2,281-71.7% |
| Participant deferral / active EE | $1,297 | $2,709-52.1% | $3,712-65.1% | $3,203-59.5% |
| Admin fee / account holder | $72 | $3,581-98.0% | $5,333-98.7% | $4,296-98.3% |