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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 | $7,092 | $65,712-89.2% | $57,196-87.6% | $273,972-97.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 19.19% | 22.01%-2.8pp | 14.59%+4.6pp | 41.46%-22.3pp |
| Employer contribution / active EE | $1,189 | $3,280-63.8% | $2,683-55.7% | $4,869-75.6% |
| Participant deferral / active EE | $3,240 | $3,782-14.3% | $3,096+4.6% | $5,287-38.7% |
| Admin fee / account holder | $1 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |