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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 | $10,755 | $87,546-87.7% | $75,784-85.8% | $125,389-91.4% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | 33.39% | 13.49%+19.9pp | 9.68%+23.7pp | 282.24%-248.9pp |
| Employer contribution / active EE | $3,470 | $3,930-11.7% | $3,323+4.4% | $4,866-28.7% |
| Participant deferral / active EE | $4,964 | $4,230+17.4% | $3,652+35.9% | $5,352-7.2% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |