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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 | $12,602 | $86,050-85.4% | $189,758-93.4% | $94,015-86.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 14.79% | 17.77%-3.0pp | 52.62%-37.8pp | 17.84%-3.1pp |
| Employer contribution / active EE | $765 | $2,819-72.9% | $4,767-84.0% | $2,790-72.6% |
| Participant deferral / active EE | $1,714 | $3,349-48.8% | $5,856-70.7% | $4,249-59.7% |
| Admin fee / account holder | $202 | $6,627-97.0% | $20,388-99.0% | $8,951-97.7% |