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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 | $10,658 | $99,345-89.3% | $84,753-87.4% | $273,972-96.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 16.84% | 22.93%-6.1pp | 22.78%-5.9pp | 41.46%-24.6pp |
| Employer contribution / active EE | $2,565 | $4,214-39.1% | $3,574-28.2% | $4,869-47.3% |
| Participant deferral / active EE | $4,440 | $4,270+4.0% | $3,712+19.6% | $5,287-16.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |