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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 | $10,177 | $138,312-92.6% | $122,979-91.7% | $155,188-93.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.43% | 22.06%-8.6pp | 20.12%-6.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $3,695 | $3,530+4.6% | $3,062+20.6% | $4,248-13.0% |
| Participant deferral / active EE | $2,142 | $5,592-61.7% | $5,003-57.2% | $6,531-67.2% |
| Admin fee / account holder | $0 | $15,089-100.0% | $12,864-100.0% | $14,480-100.0% |