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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 | $14,844 | $99,345-85.1% | $84,753-82.5% | $273,972-94.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.06% | 22.93%-12.9pp | 22.78%-12.7pp | 41.46%-31.4pp |
| Employer contribution / active EE | $1,635 | $4,214-61.2% | $3,574-54.3% | $4,869-66.4% |
| Participant deferral / active EE | $3,679 | $4,270-13.8% | $3,712-0.9% | $5,287-30.4% |
| Admin fee / account holder | $21 | $6,645-99.7% | $5,333-99.6% | $10,133-99.8% |