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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 | $16,726 | $167,362-90.0% | $143,799-88.4% | $134,532-87.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 5.36% | 0.47%+4.9pp | -0.04%+5.4pp | 418.27%-412.9pp |
| Employer contribution / active EE | $7,696 | $5,620+36.9% | $4,952+55.4% | $4,741+62.3% |
| Participant deferral / active EE | $3,972 | $6,447-38.4% | $5,638-29.6% | $6,401-38.0% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |