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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 | $12,482 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-95.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 68.4%+31.6pp | 83.0%+17.0pp |
| Annual return | 13.11% | 2.55%+10.6pp | 5.24%+7.9pp | 41.46%-28.3pp |
| Employer contribution / active EE | $2,423 | $2,350+3.1% | $1,844+31.4% | $4,869-50.2% |
| Participant deferral / active EE | $5,658 | $2,962+91.0% | $2,591+118.4% | $5,287+7.0% |
| Admin fee / account holder | $0 | $3,725-100.0% | $2,903-100.0% | $10,133-100.0% |