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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 | $18,199 | $117,846-84.6% | $102,434-82.2% | $145,884-87.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.92% | 31.90%-14.0pp | 29.46%-11.5pp | 551.85%-533.9pp |
| Employer contribution / active EE | $5,387 | $3,615+49.0% | $3,023+78.2% | $4,662+15.5% |
| Participant deferral / active EE | $7,065 | $5,733+23.2% | $5,055+39.8% | $6,690+5.6% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |