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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 | $28,818 | $97,550-70.5% | $120,344-76.1% | $87,485-67.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 12.55% | 18.41%-5.9pp | 20.30%-7.8pp | 26.06%-13.5pp |
| Employer contribution / active EE | $2,594 | $2,291+13.3% | $3,020-14.1% | $2,596-0.1% |
| Participant deferral / active EE | $1,960 | $4,230-53.7% | $5,135-61.8% | $4,274-54.1% |
| Admin fee / account holder | $209 | $9,543-97.8% | $12,742-98.4% | $7,775-97.3% |