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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 | $17,898 | $138,312-87.1% | $122,979-85.4% | $155,188-88.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 19.98% | 22.06%-2.1pp | 20.12%-0.1pp | 148.84%-128.9pp |
| Employer contribution / active EE | $2,570 | $3,530-27.2% | $3,062-16.1% | $4,248-39.5% |
| Participant deferral / active EE | $3,149 | $5,592-43.7% | $5,003-37.1% | $6,531-51.8% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |