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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 | $10,741 | $72,492-85.2% | $87,102-87.7% | $72,983-85.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.09% | 24.46%-4.4pp | 28.19%-8.1pp | 81.01%-60.9pp |
| Employer contribution / active EE | $1,740 | $1,894-8.1% | $2,521-31.0% | $2,440-28.7% |
| Participant deferral / active EE | $3,367 | $3,270+3.0% | $4,048-16.8% | $3,608-6.7% |
| Admin fee / account holder | $173 | $5,055-96.6% | $7,491-97.7% | $5,124-96.6% |