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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 | $12,343 | $228,395-94.6% | $185,861-93.4% | $158,982-92.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.72% | 40.82%-20.1pp | 35.96%-15.2pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,387 | $4,968-72.1% | $4,088-66.1% | $4,763-70.9% |
| Participant deferral / active EE | $7,047 | $6,417+9.8% | $5,634+25.1% | $5,983+17.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |