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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 | $9,875 | $90,486-89.1% | $78,676-87.4% | $273,972-96.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.13% | 75.62%-63.5pp | 62.19%-50.1pp | 41.46%-29.3pp |
| Employer contribution / active EE | $2,054 | $3,175-35.3% | $2,850-27.9% | $4,869-57.8% |
| Participant deferral / active EE | $3,196 | $3,901-18.1% | $3,517-9.1% | $5,287-39.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |