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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 | $33,590 | $275,752-87.8% | $256,809-86.9% | $198,609-83.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.95% | 34.81%-15.9pp | 32.73%-13.8pp | 202.70%-183.7pp |
| Employer contribution / active EE | $6,260 | $7,721-18.9% | $7,263-13.8% | $5,055+23.8% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |