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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 | $16,345 | $153,769-89.4% | $133,975-87.8% | $273,972-94.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 23.10% | 36.51%-13.4pp | 29.29%-6.2pp | 41.46%-18.4pp |
| Employer contribution / active EE | $1,458 | $6,029-75.8% | $5,211-72.0% | $4,869-70.0% |
| Participant deferral / active EE | $7,750 | $6,958+11.4% | $6,282+23.4% | $5,287+46.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |