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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 | $11,277 | $96,965-88.4% | $97,995-88.5% | $147,586-92.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 23.71% | 24.11%-0.4pp | 23.94%-0.2pp | 578.59%-554.9pp |
| Employer contribution / active EE | $3,479 | $4,536-23.3% | $4,158-16.3% | $4,876-28.7% |
| Participant deferral / active EE | $2,383 | $5,081-53.1% | $5,097-53.2% | $5,439-56.2% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |