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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 | $21,809 | $181,896-88.0% | $156,551-86.1% | $273,972-92.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.62% | 30.74%-21.1pp | 32.23%-22.6pp | 41.46%-31.8pp |
| Employer contribution / active EE | $11,391 | $6,248+82.3% | $5,501+107.1% | $4,869+134.0% |
| Participant deferral / active EE | $4,669 | $5,550-15.9% | $4,871-4.2% | $5,287-11.7% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |