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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 | $28,052 | $152,074-81.6% | $137,474-79.6% | $198,609-85.9% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 16.22% | 10.68%+5.5pp | 11.53%+4.7pp | 202.70%-186.5pp |
| Employer contribution / active EE | $2,800 | $5,444-48.6% | $5,048-44.5% | $5,055-44.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $6,155-100.0% | $6,977-100.0% |
| Admin fee / account holder | $202 | $11,950-98.3% | $10,602-98.1% | $19,030-98.9% |