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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 | $6,478 | $52,580-87.7% | $71,671-91.0% | $70,126-90.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 24.51% | 20.25%+4.3pp | 20.65%+3.9pp | 73.15%-48.6pp |
| Employer contribution / active EE | $2,825 | $1,616+74.8% | $2,460+14.8% | $2,343+20.6% |
| Participant deferral / active EE | $2,680 | $2,386+12.3% | $3,438-22.0% | $3,332-19.6% |
| Admin fee / account holder | $171 | $3,653-95.3% | $5,558-96.9% | $4,645-96.3% |