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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 | $13,541 | $86,050-84.3% | $189,758-92.9% | $94,015-85.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 19.63% | 17.77%+1.9pp | 52.62%-33.0pp | 17.84%+1.8pp |
| Employer contribution / active EE | $1,054 | $2,819-62.6% | $4,767-77.9% | $2,790-62.2% |
| Participant deferral / active EE | $1,574 | $3,349-53.0% | $5,856-73.1% | $4,249-63.0% |
| Admin fee / account holder | $180 | $6,627-97.3% | $20,388-99.1% | $8,951-98.0% |