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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 | $6,020 | $93,064-93.5% | $74,577-91.9% | $273,972-97.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 15.76% | 26.18%-10.4pp | 20.47%-4.7pp | 41.46%-25.7pp |
| Employer contribution / active EE | $1,093 | $3,160-65.4% | $2,525-56.7% | $4,869-77.6% |
| Participant deferral / active EE | $1,838 | $4,160-55.8% | $3,458-46.9% | $5,287-65.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |