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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 | $3,403 | $56,894-94.0% | $84,753-96.0% | $62,881-94.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.60% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,590 | $2,400-33.7% | $3,574-55.5% | $2,281-30.3% |
| Participant deferral / active EE | $1,295 | $2,709-52.2% | $3,712-65.1% | $3,203-59.6% |
| Admin fee / account holder | $97 | $3,581-97.3% | $5,333-98.2% | $4,296-97.7% |