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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 | $18,902 | $135,956-86.1% | $123,894-84.7% | $273,972-93.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.03% | 56.63%-42.6pp | 47.52%-33.5pp | 41.46%-27.4pp |
| Employer contribution / active EE | $912 | $5,170-82.4% | $4,617-80.2% | $4,869-81.3% |
| Participant deferral / active EE | $10,621 | $6,343+67.4% | $5,984+77.5% | $5,287+100.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |