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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 | $9,130 | $215,361-95.8% | $171,082-94.7% | $273,972-96.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 26.43% | 25.14%+1.3pp | 32.56%-6.1pp | 41.46%-15.0pp |
| Employer contribution / active EE | $2,176 | $4,967-56.2% | $4,002-45.6% | $4,869-55.3% |
| Participant deferral / active EE | $4,724 | $5,543-14.8% | $4,797-1.5% | $5,287-10.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |