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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 | $21,105 | $79,955-73.6% | $98,461-78.6% | $75,173-71.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 19.79% | 19.75%0pp | 21.17%-1.4pp | 160.72%-140.9pp |
| Employer contribution / active EE | $1,165 | $2,264-48.5% | $3,049-61.8% | $2,671-56.4% |
| Participant deferral / active EE | $7,317 | $3,752+95.0% | $4,738+54.4% | $4,126+77.3% |
| Admin fee / account holder | $0 | $6,841-100.0% | $8,961-100.0% | $5,651-100.0% |