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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 | $7,924 | $56,894-86.1% | $84,753-90.6% | $62,881-87.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.30% | 6.30%+3.0pp | 22.78%-13.5pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,544 | $2,400-35.7% | $3,574-56.8% | $2,281-32.3% |
| Participant deferral / active EE | $1,338 | $2,709-50.6% | $3,712-64.0% | $3,203-58.2% |
| Admin fee / account holder | $53 | $3,581-98.5% | $5,333-99.0% | $4,296-98.8% |