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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 | $8,843 | $49,249-82.0% | $70,476-87.5% | $79,852-88.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 21.56% | 30.09%-8.5pp | 109.12%-87.6pp | 31.72%-10.2pp |
| Employer contribution / active EE | $1,193 | $2,100-43.2% | $2,738-56.4% | $2,471-51.7% |
| Participant deferral / active EE | $1,424 | $2,769-48.6% | $3,710-61.6% | $3,740-61.9% |
| Admin fee / account holder | $59 | $2,878-98.0% | $3,847-98.5% | $5,306-98.9% |