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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 | $201,372-90.0% | $184,260-89.1% | $145,884-86.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.94% | 29.04%-12.1pp | 28.84%-11.9pp | 551.85%-534.9pp |
| Employer contribution / active EE | $3,407 | $7,024-51.5% | $6,427-47.0% | $4,662-26.9% |
| Participant deferral / active EE | $11,500 | $9,808+17.3% | $9,133+25.9% | $6,690+71.9% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |