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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 | $17,110 | $65,704-74.0% | $94,229-81.8% | $59,633-71.3% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 7.33% | 5.22%+2.1pp | 10.68%-3.4pp | 2041.45%-2034.1pp |
| Employer contribution / active EE | $5,242 | $2,021+159.4% | $3,587+46.2% | $2,203+138.0% |
| Participant deferral / active EE | $3,207 | $3,143+2.0% | $4,320-25.8% | $3,192+0.5% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |