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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 | $16,574 | $60,349-72.5% | $74,184-77.7% | $62,881-73.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.21% | 21.38%-9.2pp | 17.74%-5.5pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,509 | $1,680-10.2% | $2,370-36.3% | $2,281-33.9% |
| Participant deferral / active EE | $2,134 | $2,856-25.3% | $3,550-39.9% | $3,203-33.4% |
| Admin fee / account holder | $75 | $4,261-98.2% | $5,586-98.7% | $4,296-98.3% |