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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 | $13,177 | $65,367-79.8% | $92,915-85.8% | $72,976-81.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.93% | 42.11%-24.2pp | 109.45%-91.5pp | 81.02%-63.1pp |
| Employer contribution / active EE | $1,848 | $2,594-28.8% | $3,653-49.4% | $2,440-24.3% |
| Participant deferral / active EE | $3,228 | $3,128+3.2% | $4,238-23.8% | $3,608-10.5% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |