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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 | $86,953 | $289,147-69.9% | $125,864-30.9% | $289,147-69.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 84.4%+15.6pp | 80.8%+19.2pp |
| Annual return | 6.34% | 12.61%-6.3pp | 46.40%-40.1pp | 12.61%-6.3pp |
| Employer contribution / active EE | $7,123 | $13,617-47.7% | $4,881+45.9% | $13,617-47.7% |
| Participant deferral / active EE | $12,167 | $5,372+126.5% | $3,129+288.8% | $5,372+126.5% |
| Admin fee / account holder | $0 | $23,026-100.0% | $132-100.0% | $23,026-100.0% |