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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 | $15,037 | $110,307-86.4% | $96,576-84.4% | $139,456-89.2% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 24.83% | 26.40%-1.6pp | 25.87%-1.0pp | 373.45%-348.6pp |
| Employer contribution / active EE | $1,231 | $3,619-66.0% | $2,965-58.5% | $4,753-74.1% |
| Participant deferral / active EE | $5,246 | $5,547-5.4% | $4,851+8.2% | $6,711-21.8% |
| Admin fee / account holder | $0 | $11,597-100.0% | $8,253-100.0% | $11,407-100.0% |