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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 | $2,205 | $93,064-97.6% | $74,577-97.0% | $273,972-99.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 16.98% | 26.18%-9.2pp | 20.47%-3.5pp | 41.46%-24.5pp |
| Employer contribution / active EE | $688 | $3,160-78.2% | $2,525-72.7% | $4,869-85.9% |
| Participant deferral / active EE | $1,895 | $4,160-54.4% | $3,458-45.2% | $5,287-64.2% |
| Admin fee / account holder | $218 | $5,273-95.9% | $4,138-94.7% | $10,133-97.8% |