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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 | $9,725 | $88,707-89.0% | $74,184-86.9% | $273,972-96.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.72% | 11.94%+4.8pp | 17.74%-1.0pp | 41.46%-24.7pp |
| Employer contribution / active EE | $1,999 | $3,159-36.7% | $2,370-15.7% | $4,869-58.9% |
| Participant deferral / active EE | $5,576 | $4,212+32.4% | $3,550+57.1% | $5,287+5.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |