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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 | $18,021 | $135,956-86.7% | $123,894-85.5% | $273,972-93.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.34% | 56.63%-43.3pp | 47.52%-34.2pp | 41.46%-28.1pp |
| Employer contribution / active EE | $3,155 | $5,170-39.0% | $4,617-31.7% | $4,869-35.2% |
| Participant deferral / active EE | $6,108 | $6,343-3.7% | $5,984+2.1% | $5,287+15.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |