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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 | $12,602 | $153,311-91.8% | $109,313-88.5% | $273,972-95.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 18.03% | 29.86%-11.8pp | 22.07%-4.0pp | 41.46%-23.4pp |
| Employer contribution / active EE | $366 | $5,619-93.5% | $3,892-90.6% | $4,869-92.5% |
| Participant deferral / active EE | $4,166 | $3,932+5.9% | $3,166+31.6% | $5,287-21.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |