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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 | $10,031 | $113,941-91.2% | $94,229-89.4% | $125,389-92.0% |
| Participation rate | 94.7% | 82.9%+11.8pp | 78.8%+16.0pp | 83.2%+11.5pp |
| Annual return | 3.24% | 5.29%-2.0pp | 10.68%-7.4pp | 282.24%-279.0pp |
| Employer contribution / active EE | $1,558 | $4,727-67.0% | $3,587-56.6% | $4,866-68.0% |
| Participant deferral / active EE | $1,880 | $5,179-63.7% | $4,320-56.5% | $5,352-64.9% |
| Admin fee / account holder | $175 | $8,392-97.9% | $6,269-97.2% | $9,541-98.2% |