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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 | $12,474 | $88,707-85.9% | $74,184-83.2% | $273,972-95.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 17.87% | 11.94%+5.9pp | 17.74%+0.1pp | 41.46%-23.6pp |
| Employer contribution / active EE | $1,467 | $3,159-53.6% | $2,370-38.1% | $4,869-69.9% |
| Participant deferral / active EE | $6,736 | $4,212+59.9% | $3,550+89.8% | $5,287+27.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |