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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 | $12,795 | $153,311-91.7% | $109,313-88.3% | $273,972-95.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.83% | 29.86%-22.0pp | 22.07%-14.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,061 | $5,619-81.1% | $3,892-72.7% | $4,869-78.2% |
| Participant deferral / active EE | $1,533 | $3,932-61.0% | $3,166-51.6% | $5,287-71.0% |
| Admin fee / account holder | $120 | $8,076-98.5% | $5,666-97.9% | $10,133-98.8% |