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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 | $15,374 | $162,967-90.6% | $135,792-88.7% | $138,895-88.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 26.28% | 30.08%-3.8pp | 25.96%+0.3pp | 145.39%-119.1pp |
| Employer contribution / active EE | $2,075 | $4,211-50.7% | $3,496-40.6% | $4,194-50.5% |
| Participant deferral / active EE | $3,911 | $5,640-30.7% | $4,759-17.8% | $6,396-38.9% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |