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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 | $23,409 | $149,679-84.4% | $117,039-80.0% | $147,586-84.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.11% | 19.31%-5.2pp | 18.95%-4.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $2,678 | $4,937-45.8% | $3,785-29.3% | $4,876-45.1% |
| Participant deferral / active EE | $6,462 | $4,912+31.6% | $3,929+64.5% | $5,439+18.8% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |