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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 | $16,511 | $232,540-92.9% | $185,117-91.1% | $147,586-88.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.88% | 43.03%-31.1pp | 40.50%-28.6pp | 578.59%-566.7pp |
| Employer contribution / active EE | $3,853 | $5,195-25.8% | $4,182-7.9% | $4,876-21.0% |
| Participant deferral / active EE | $1,687 | $5,834-71.1% | $5,045-66.6% | $5,439-69.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |