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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 | $7,911 | $88,707-91.1% | $74,184-89.3% | $273,972-97.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.92% | 11.94%-9.0pp | 17.74%-14.8pp | 41.46%-38.5pp |
| Employer contribution / active EE | $2,903 | $3,159-8.1% | $2,370+22.5% | $4,869-40.4% |
| Participant deferral / active EE | $1,870 | $4,212-55.6% | $3,550-47.3% | $5,287-64.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |