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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 | $12,881 | $135,956-90.5% | $123,894-89.6% | $273,972-95.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.67% | 56.63%-46.0pp | 47.52%-36.8pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,547 | $5,170-70.1% | $4,617-66.5% | $4,869-68.2% |
| Participant deferral / active EE | $3,697 | $6,343-41.7% | $5,984-38.2% | $5,287-30.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |