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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 | $95,453-69.8% | $112,040-74.3% | $82,448-65.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 12.55% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,594 | $2,318+11.9% | $2,954-12.2% | $2,551+1.7% |
| Participant deferral / active EE | $1,960 | $4,224-53.6% | $5,098-61.6% | $4,139-52.6% |
| Admin fee / account holder | $209 | $9,013-97.7% | $12,098-98.3% | $7,234-97.1% |