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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 | $17,261 | $96,558-82.1% | $80,977-78.7% | $273,972-93.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.83% | 15.14%-8.3pp | 17.11%-10.3pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,138 | $4,869-56.1% | $3,715-42.4% | $4,869-56.1% |
| Participant deferral / active EE | $2,303 | $6,598-65.1% | $5,696-59.6% | $5,287-56.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |