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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 | $22,747 | $201,264-88.7% | $184,185-87.7% | $145,978-84.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.39% | 29.00%-4.6pp | 28.81%-4.4pp | 550.52%-526.1pp |
| Employer contribution / active EE | $1,838 | $7,021-73.8% | $6,426-71.4% | $4,662-60.6% |
| Participant deferral / active EE | $3,367 | $9,806-65.7% | $9,132-63.1% | $6,690-49.7% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |