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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 | $8,980 | $99,345-91.0% | $84,753-89.4% | $273,972-96.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.92% | 22.93%-8.0pp | 22.78%-7.9pp | 41.46%-26.5pp |
| Employer contribution / active EE | $2,100 | $4,214-50.2% | $3,574-41.2% | $4,869-56.9% |
| Participant deferral / active EE | $3,675 | $4,270-13.9% | $3,712-1.0% | $5,287-30.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |