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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 | $18,725 | $176,794-89.4% | $146,647-87.2% | $167,553-88.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.59% | 24.04%-2.4pp | 22.75%-1.2pp | 478.89%-457.3pp |
| Employer contribution / active EE | $8,861 | $5,161+71.7% | $4,137+114.2% | $4,840+83.1% |
| Participant deferral / active EE | $6,026 | $6,440-6.4% | $5,506+9.4% | $6,343-5.0% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |