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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 | $22,055 | $201,370-89.0% | $184,256-88.0% | $145,897-84.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.99% | 29.05%-2.1pp | 28.85%-1.9pp | 552.29%-525.3pp |
| Employer contribution / active EE | $1,971 | $7,024-71.9% | $6,427-69.3% | $4,663-57.7% |
| Participant deferral / active EE | $4,367 | $9,808-55.5% | $9,133-52.2% | $6,689-34.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |