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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 | $13,759 | $96,558-85.8% | $80,977-83.0% | $273,972-95.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.00% | 15.14%-9.1pp | 17.11%-11.1pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,124 | $4,869-56.4% | $3,715-42.8% | $4,869-56.4% |
| Participant deferral / active EE | $4,457 | $6,598-32.4% | $5,696-21.8% | $5,287-15.7% |
| Admin fee / account holder | $115 | $7,493-98.5% | $5,517-97.9% | $10,133-98.9% |