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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 | $11,986 | $103,387-88.4% | $87,102-86.2% | $152,885-92.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 28.60% | 28.10%+0.5pp | 28.19%+0.4pp | 345.39%-316.8pp |
| Employer contribution / active EE | $1,552 | $3,221-51.8% | $2,521-38.4% | $4,763-67.4% |
| Participant deferral / active EE | $6,290 | $4,778+31.6% | $4,048+55.4% | $5,851+7.5% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |