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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 | $16,818 | $105,623-84.1% | $87,502-80.8% | $273,972-93.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 13.78% | 12.26%+1.5pp | 12.21%+1.6pp | 41.46%-27.7pp |
| Employer contribution / active EE | $2,524 | $3,141-19.6% | $2,550-1.0% | $4,869-48.2% |
| Participant deferral / active EE | $5,602 | $3,601+55.6% | $3,149+77.9% | $5,287+6.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |