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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 | $17,768 | $127,096-86.0% | $105,736-83.2% | $135,380-86.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 4.83% | 4.49%+0.3pp | 6.27%-1.4pp | 519.81%-515.0pp |
| Employer contribution / active EE | $2,969 | $4,107-27.7% | $3,268-9.2% | $4,779-37.9% |
| Participant deferral / active EE | $3,727 | $5,064-26.4% | $4,080-8.6% | $5,609-33.6% |
| Admin fee / account holder | $88 | $9,087-99.0% | $6,913-98.7% | $10,828-99.2% |