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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 | $17,087 | $136,307-87.5% | $106,619-84.0% | $273,972-93.8% |
| Participation rate | 72.7% | 84.8%-12.0pp | 78.0%-5.3pp | 83.0%-10.3pp |
| Annual return | 6.70% | 11.05%-4.3pp | 9.42%-2.7pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,094 | $5,190-78.9% | $3,947-72.3% | $4,869-77.5% |
| Participant deferral / active EE | $1,318 | $4,969-73.5% | $3,930-66.5% | $5,287-75.1% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |