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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 | $14,169 | $153,311-90.8% | $109,313-87.0% | $273,972-94.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.58% | 29.86%-24.3pp | 22.07%-16.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,196 | $5,619-78.7% | $3,892-69.3% | $4,869-75.4% |
| Participant deferral / active EE | $5,325 | $3,932+35.4% | $3,166+68.2% | $5,287+0.7% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |