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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 | $10,596 | $106,588-90.1% | $94,215-88.8% | $155,188-93.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 18.50% | 29.39%-10.9pp | 28.22%-9.7pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,471 | $3,080-52.2% | $2,675-45.0% | $4,248-65.4% |
| Participant deferral / active EE | $2,663 | $4,802-44.6% | $4,276-37.7% | $6,531-59.2% |
| Admin fee / account holder | $145 | $12,281-98.8% | $10,216-98.6% | $14,480-99.0% |