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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 | $10,911 | $65,712-83.4% | $57,196-80.9% | $273,972-96.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.18% | 22.01%-12.8pp | 14.59%-5.4pp | 41.46%-32.3pp |
| Employer contribution / active EE | $4,540 | $3,280+38.4% | $2,683+69.2% | $4,869-6.7% |
| Participant deferral / active EE | $6,467 | $3,782+71.0% | $3,096+108.9% | $5,287+22.3% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |