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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 | $21,096 | $201,344-89.5% | $184,243-88.5% | $145,877-85.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.62% | 29.01%-14.4pp | 28.82%-14.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,518 | $7,022-78.4% | $6,427-76.4% | $4,663-67.5% |
| Participant deferral / active EE | $3,219 | $9,807-67.2% | $9,132-64.8% | $6,691-51.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |