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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 | $15,900 | $135,956-88.3% | $123,894-87.2% | $273,972-94.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.68% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $3,704 | $5,170-28.4% | $4,617-19.8% | $4,869-23.9% |
| Participant deferral / active EE | $5,757 | $6,343-9.2% | $5,984-3.8% | $5,287+8.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |