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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 | $7,374 | $48,300-84.7% | $40,145,923-100.0% | $62,881-88.3% |
| Participation rate | 96.8% | 62.0%+34.7pp | 68.4%+28.4pp | 69.3%+27.5pp |
| Annual return | 10.12% | 6.95%+3.2pp | 5.24%+4.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,767 | $1,333+32.5% | $1,844-4.2% | $2,281-22.5% |
| Participant deferral / active EE | $0 | $2,388-100.0% | $2,591-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,919-100.0% | $2,903-100.0% | $4,296-100.0% |