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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 | $8,213 | $56,544-85.5% | $75,501-89.1% | $70,126-88.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 17.45% | 23.59%-6.1pp | 27.35%-9.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,298 | $1,817-28.5% | $2,352-44.8% | $2,343-44.6% |
| Participant deferral / active EE | $3,291 | $2,580+27.6% | $3,142+4.7% | $3,332-1.2% |
| Admin fee / account holder | $87 | $3,827-97.7% | $5,801-98.5% | $4,645-98.1% |