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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 | $32,544 | $254,759-87.2% | $216,567-85.0% | $198,609-83.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 7.92% | 10.04%-2.1pp | 12.94%-5.0pp | 202.70%-194.8pp |
| Employer contribution / active EE | $9,010 | $6,096+47.8% | $5,216+72.7% | $5,055+78.2% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $276 | $26,311-98.9% | $21,981-98.7% | $19,030-98.5% |