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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 | $15,810 | $99,345-84.1% | $84,753-81.3% | $273,972-94.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.99% | 22.93%-14.9pp | 22.78%-14.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,933 | $4,214-54.1% | $3,574-45.9% | $4,869-60.3% |
| Participant deferral / active EE | $4,583 | $4,270+7.3% | $3,712+23.5% | $5,287-13.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |