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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 | $11,983 | $134,817-91.1% | $123,973-90.3% | $155,188-92.3% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.7%+8.0pp | 80.8%+3.8pp |
| Annual return | 17.68% | 515.49%-497.8pp | 388.13%-370.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,881 | $4,425-57.5% | $4,126-54.4% | $4,248-55.7% |
| Participant deferral / active EE | $2,995 | $5,706-47.5% | $5,247-42.9% | $6,531-54.1% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |