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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 | $12,871 | $181,896-92.9% | $156,551-91.8% | $273,972-95.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.48% | 30.74%-19.3pp | 32.23%-20.7pp | 41.46%-30.0pp |
| Employer contribution / active EE | $1,788 | $6,248-71.4% | $5,501-67.5% | $4,869-63.3% |
| Participant deferral / active EE | $4,651 | $5,550-16.2% | $4,871-4.5% | $5,287-12.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |