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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 | $10,403 | $54,757-81.0% | $90,304-88.5% | $72,975-85.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.62% | 30.63%-6.0pp | 78.13%-53.5pp | 81.01%-56.4pp |
| Employer contribution / active EE | $428 | $2,093-79.6% | $2,855-85.0% | $2,440-82.5% |
| Participant deferral / active EE | $996 | $2,887-65.5% | $3,885-74.4% | $3,608-72.4% |
| Admin fee / account holder | $254 | $3,973-93.6% | $5,354-95.3% | $5,124-95.0% |