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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 | $19,435 | $88,583-78.1% | $88,497-78.0% | $273,972-92.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 13.14% | 5.68%+7.5pp | 7.63%+5.5pp | 41.46%-28.3pp |
| Employer contribution / active EE | $1,872 | $4,502-58.4% | $4,036-53.6% | $4,869-61.5% |
| Participant deferral / active EE | $6,045 | $4,891+23.6% | $4,899+23.4% | $5,287+14.3% |
| Admin fee / account holder | $151 | $8,980-98.3% | $6,220-97.6% | $10,133-98.5% |