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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 | $30,705 | $153,769-80.0% | $133,975-77.1% | $273,972-88.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.69% | 36.51%-30.8pp | 29.29%-23.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,200 | $6,029-46.9% | $5,211-38.6% | $4,869-34.3% |
| Participant deferral / active EE | $17,999 | $6,958+158.7% | $6,282+186.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |