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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 | $10,368 | $99,343-89.6% | $84,751-87.8% | $273,968-96.2% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 14.26% | 22.93%-8.7pp | 22.78%-8.5pp | 41.45%-27.2pp |
| Employer contribution / active EE | $8,117 | $4,214+92.6% | $3,574+127.1% | $4,869+66.7% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |