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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 | $9,330 | $72,027-87.0% | $185,861-95.0% | $79,856-88.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 22.43% | 23.13%-0.7pp | 35.96%-13.5pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,685 | $1,965-14.3% | $4,088-58.8% | $2,471-31.8% |
| Participant deferral / active EE | $1,383 | $3,780-63.4% | $5,634-75.5% | $3,741-63.0% |
| Admin fee / account holder | $44 | $4,513-99.0% | $9,503-99.5% | $5,306-99.2% |