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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 | $5,429 | $67,602-92.0% | $82,312-93.4% | $70,126-92.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.52% | 21.57%+1.0pp | 25.88%-3.4pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,055 | $1,755-39.9% | $2,428-56.5% | $2,343-55.0% |
| Participant deferral / active EE | $1,395 | $2,987-53.3% | $3,706-62.4% | $3,332-58.1% |
| Admin fee / account holder | $83 | $4,512-98.2% | $5,608-98.5% | $4,645-98.2% |