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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 | $6,065 | $52,306-88.4% | $69,779-91.3% | $62,881-90.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 17.43% | 13.35%+4.1pp | 12.99%+4.4pp | 20.14%-2.7pp |
| Employer contribution / active EE | $1,518 | $1,799-15.6% | $2,338-35.1% | $2,281-33.5% |
| Participant deferral / active EE | $2,482 | $2,395+3.6% | $2,931-15.3% | $3,203-22.5% |
| Admin fee / account holder | $156 | $3,691-95.8% | $4,381-96.4% | $4,296-96.4% |