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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 | $23,066 | $181,896-87.3% | $156,551-85.3% | $273,972-91.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.48% | 30.74%-22.3pp | 32.23%-23.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,680 | $6,248-41.1% | $5,501-33.1% | $4,869-24.4% |
| Participant deferral / active EE | $11,318 | $5,550+103.9% | $4,871+132.4% | $5,287+114.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |