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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 | $11,009 | $155,555-92.9% | $146,866-92.5% | $155,188-92.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.03% | 115.41%-98.4pp | 102.85%-85.8pp | 148.84%-131.8pp |
| Employer contribution / active EE | $1,202 | $4,647-74.1% | $4,425-72.8% | $4,248-71.7% |
| Participant deferral / active EE | $3,800 | $8,044-52.8% | $7,759-51.0% | $6,531-41.8% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |