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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 | $8,856 | $88,707-90.0% | $74,184-88.1% | $273,972-96.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 18.51% | 11.94%+6.6pp | 17.74%+0.8pp | 41.46%-22.9pp |
| Employer contribution / active EE | $1,431 | $3,159-54.7% | $2,370-39.6% | $4,869-70.6% |
| Participant deferral / active EE | $1,993 | $4,212-52.7% | $3,550-43.9% | $5,287-62.3% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |