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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 | $12,193 | $60,349-79.8% | $74,184-83.6% | $62,881-80.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.90% | 21.38%-8.5pp | 17.74%-4.8pp | 20.14%-7.2pp |
| Employer contribution / active EE | $1,098 | $1,680-34.6% | $2,370-53.7% | $2,281-51.8% |
| Participant deferral / active EE | $3,153 | $2,856+10.4% | $3,550-11.2% | $3,203-1.6% |
| Admin fee / account holder | $86 | $4,261-98.0% | $5,586-98.5% | $4,296-98.0% |