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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 | $16,439 | $215,361-92.4% | $171,082-90.4% | $273,972-94.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.14% | 25.14%-20.0pp | 32.56%-27.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,319 | $4,967-53.3% | $4,002-42.1% | $4,869-52.4% |
| Participant deferral / active EE | $7,026 | $5,543+26.8% | $4,797+46.5% | $5,287+32.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |