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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 | $4,315 | $43,075-90.0% | $74,577-94.2% | $62,881-93.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 21.95% | 17.50%+4.4pp | 20.47%+1.5pp | 20.14%+1.8pp |
| Employer contribution / active EE | $993 | $1,498-33.7% | $2,525-60.7% | $2,281-56.5% |
| Participant deferral / active EE | $2,590 | $2,389+8.4% | $3,458-25.1% | $3,203-19.1% |
| Admin fee / account holder | $82 | $2,840-97.1% | $4,138-98.0% | $4,296-98.1% |