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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 | $10,695 | $58,493-81.7% | $84,023-87.3% | $72,976-85.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.78% | 28.93%-6.1pp | 71.32%-48.5pp | 81.02%-58.2pp |
| Employer contribution / active EE | $1,795 | $1,163+54.3% | $1,984-9.5% | $2,440-26.5% |
| Participant deferral / active EE | $2,343 | $2,394-2.1% | $3,239-27.7% | $3,608-35.0% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,102-100.0% | $5,124-100.0% |