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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 | $22,518 | $181,896-87.6% | $156,551-85.6% | $273,972-91.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.44% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $9,554 | $6,248+52.9% | $5,501+73.7% | $4,869+96.2% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |