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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 | $16,954 | $58,828-71.2% | $78,002-78.3% | $62,881-73.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 27.60% | 17.16%+10.4pp | 425.99%-398.4pp | 20.14%+7.5pp |
| Employer contribution / active EE | $5,178 | $1,672+209.8% | $2,470+109.6% | $2,281+127.0% |
| Participant deferral / active EE | $2,275 | $2,686-15.3% | $3,497-34.9% | $3,203-29.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |