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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 | $21,428 | $135,956-84.2% | $123,894-82.7% | $273,972-92.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.15% | 56.63%-42.5pp | 47.52%-33.4pp | 41.46%-27.3pp |
| Employer contribution / active EE | $2,728 | $5,170-47.2% | $4,617-40.9% | $4,869-44.0% |
| Participant deferral / active EE | $7,530 | $6,343+18.7% | $5,984+25.8% | $5,287+42.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |