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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 | $126,661-92.0% | $113,397-91.0% | $138,895-92.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.43% | 25.05%-11.6pp | 23.20%-9.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,695 | $3,456+6.9% | $2,977+24.1% | $4,194-11.9% |
| Participant deferral / active EE | $2,142 | $5,693-62.4% | $5,076-57.8% | $6,396-66.5% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |