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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 | $16,003 | $153,774-89.6% | $133,979-88.1% | $273,970-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $8,392 | $6,029+39.2% | $5,211+61.0% | $4,869+72.4% |
| Participant deferral / active EE | $7,220 | $6,958+3.8% | $6,282+14.9% | $5,287+36.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |