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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 | $8,899 | $99,345-91.0% | $84,753-89.5% | $273,972-96.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.29% | 22.93%-15.6pp | 22.78%-15.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,407 | $4,214-66.6% | $3,574-60.6% | $4,869-71.1% |
| Participant deferral / active EE | $1,781 | $4,270-58.3% | $3,712-52.0% | $5,287-66.3% |
| Admin fee / account holder | $47 | $6,645-99.3% | $5,333-99.1% | $10,133-99.5% |