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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 | $5,061 | $99,345-94.9% | $84,753-94.0% | $273,972-98.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 15.36% | 22.93%-7.6pp | 22.78%-7.4pp | 41.46%-26.1pp |
| Employer contribution / active EE | $1,941 | $4,214-53.9% | $3,574-45.7% | $4,869-60.1% |
| Participant deferral / active EE | $2,427 | $4,270-43.2% | $3,712-34.6% | $5,287-54.1% |
| Admin fee / account holder | $184 | $6,645-97.2% | $5,333-96.5% | $10,133-98.2% |