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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 | $28,115 | $181,896-84.5% | $156,551-82.0% | $273,972-89.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.78% | 30.74%-27.0pp | 32.23%-28.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $2,051 | $6,248-67.2% | $5,501-62.7% | $4,869-57.9% |
| Participant deferral / active EE | $10,500 | $5,550+89.2% | $4,871+115.6% | $5,287+98.6% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |