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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 | $20,738 | $181,896-88.6% | $156,551-86.8% | $273,972-92.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 14.07% | 30.74%-16.7pp | 32.23%-18.2pp | 41.46%-27.4pp |
| Employer contribution / active EE | $6,120 | $6,248-2.1% | $5,501+11.2% | $4,869+25.7% |
| Participant deferral / active EE | $3,569 | $5,550-35.7% | $4,871-26.7% | $5,287-32.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |