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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 | $18,913 | $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 | 11.42% | 56.63%-45.2pp | 47.52%-36.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $2,525 | $5,170-51.2% | $4,617-45.3% | $4,869-48.1% |
| Participant deferral / active EE | $3,533 | $6,343-44.3% | $5,984-41.0% | $5,287-33.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |