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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 | $13,825 | $181,896-92.4% | $156,551-91.2% | $273,972-95.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.57% | 30.74%-18.2pp | 32.23%-19.7pp | 41.46%-28.9pp |
| Employer contribution / active EE | $3,250 | $6,248-48.0% | $5,501-40.9% | $4,869-33.2% |
| Participant deferral / active EE | $3,200 | $5,550-42.3% | $4,871-34.3% | $5,287-39.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |