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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 | $17,337 | $105,623-83.6% | $87,502-80.2% | $273,972-93.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.71% | 12.26%-3.5pp | 12.21%-3.5pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,145 | $3,141-31.7% | $2,550-15.9% | $4,869-55.9% |
| Participant deferral / active EE | $3,082 | $3,601-14.4% | $3,149-2.1% | $5,287-41.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |