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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 | $8,772 | $88,707-90.1% | $74,184-88.2% | $273,972-96.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 28.10% | 11.94%+16.2pp | 17.74%+10.4pp | 41.46%-13.4pp |
| Employer contribution / active EE | $2,494 | $3,159-21.1% | $2,370+5.2% | $4,869-48.8% |
| Participant deferral / active EE | $8,191 | $4,212+94.5% | $3,550+130.8% | $5,287+54.9% |
| Admin fee / account holder | $73 | $8,717-99.2% | $5,586-98.7% | $10,133-99.3% |