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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 | $3,573 | $52,580-93.2% | $71,671-95.0% | $70,124-94.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 25.15% | 20.25%+4.9pp | 20.65%+4.5pp | 73.14%-48.0pp |
| Employer contribution / active EE | $977 | $1,616-39.5% | $2,460-60.3% | $2,342-58.3% |
| Participant deferral / active EE | $1,133 | $2,386-52.5% | $3,438-67.0% | $3,332-66.0% |
| Admin fee / account holder | $75 | $3,653-98.0% | $5,558-98.7% | $4,645-98.4% |