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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 | $18,543 | $93,346-80.1% | $71,796-74.2% | $273,972-93.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.18% | 130.39%-127.2pp | 78.04%-74.9pp | 41.46%-38.3pp |
| Employer contribution / active EE | $2,569 | $2,733-6.0% | $1,924+33.5% | $4,869-47.2% |
| Participant deferral / active EE | $4,500 | $3,475+29.5% | $2,794+61.0% | $5,287-14.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |