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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 | $11,082 | $88,707-87.5% | $74,184-85.1% | $273,972-96.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 27.64% | 11.94%+15.7pp | 17.74%+9.9pp | 41.46%-13.8pp |
| Employer contribution / active EE | $2,697 | $3,159-14.6% | $2,370+13.8% | $4,869-44.6% |
| Participant deferral / active EE | $3,705 | $4,212-12.0% | $3,550+4.4% | $5,287-29.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |