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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 | $8,474 | $90,509-90.6% | $78,693-89.2% | $273,968-96.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 21.07% | 75.61%-54.5pp | 62.18%-41.1pp | 41.45%-20.4pp |
| Employer contribution / active EE | $3,198 | $3,175+0.7% | $2,850+12.2% | $4,869-34.3% |
| Participant deferral / active EE | $1,828 | $3,901-53.2% | $3,517-48.0% | $5,287-65.4% |
| Admin fee / account holder | $4 | $5,264-99.9% | $4,511-99.9% | $10,132-100.0% |