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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 | $14,344 | $118,496-87.9% | $98,461-85.4% | $139,466-89.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 36.09% | 18.96%+17.1pp | 21.17%+14.9pp | 373.66%-337.6pp |
| Employer contribution / active EE | $3,423 | $3,611-5.2% | $3,049+12.3% | $4,754-28.0% |
| Participant deferral / active EE | $4,038 | $5,393-25.1% | $4,738-14.8% | $6,712-39.8% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |