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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 | $11,478 | $88,707-87.1% | $74,185-84.5% | $273,970-95.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 20.81% | 11.94%+8.9pp | 17.74%+3.1pp | 41.46%-20.6pp |
| Employer contribution / active EE | $4,178 | $3,159+32.2% | $2,370+76.3% | $4,869-14.2% |
| Participant deferral / active EE | $5,532 | $4,212+31.4% | $3,550+55.8% | $5,287+4.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |