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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 | $25,578 | $140,592-81.8% | $123,105-79.2% | $125,389-79.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 0.00% | 16.80%-16.8pp | 13.22%-13.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $10,379 | $6,041+71.8% | $5,151+101.5% | $4,866+113.3% |
| Participant deferral / active EE | $15,447 | $6,980+121.3% | $6,229+148.0% | $5,352+188.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |