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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 | $19,412 | $135,956-85.7% | $123,894-84.3% | $273,972-92.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.44% | 56.63%-42.2pp | 47.52%-33.1pp | 41.46%-27.0pp |
| Employer contribution / active EE | $2,604 | $5,170-49.6% | $4,617-43.6% | $4,869-46.5% |
| Participant deferral / active EE | $9,457 | $6,343+49.1% | $5,984+58.0% | $5,287+78.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |