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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 | $20,170 | $201,259-90.0% | $184,200-89.0% | $145,959-86.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.94% | 28.98%-12.0pp | 28.80%-11.9pp | 561.95%-545.0pp |
| Employer contribution / active EE | $3,407 | $7,018-51.5% | $6,424-47.0% | $4,661-26.9% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,132+25.9% | $6,689+71.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |