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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 | $9,130 | $103,949-91.2% | $69,182-86.8% | $273,972-96.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 13.29% | 35.28%-22.0pp | -21.93%+35.2pp | 41.46%-28.2pp |
| Employer contribution / active EE | $2,572 | $1,783+44.3% | $1,206+113.2% | $4,869-47.2% |
| Participant deferral / active EE | $3,455 | $2,716+27.2% | $1,897+82.1% | $5,287-34.7% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |