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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 | $7,682 | $153,311-95.0% | $109,313-93.0% | $273,972-97.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 12.94% | 29.86%-16.9pp | 22.07%-9.1pp | 41.46%-28.5pp |
| Employer contribution / active EE | $2,385 | $5,619-57.5% | $3,892-38.7% | $4,869-51.0% |
| Participant deferral / active EE | $2,982 | $3,932-24.2% | $3,166-5.8% | $5,287-43.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |