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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 | $18,629 | $135,956-86.3% | $123,894-85.0% | $273,972-93.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.30% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.2pp |
| Employer contribution / active EE | $2,934 | $5,170-43.2% | $4,617-36.4% | $4,869-39.7% |
| Participant deferral / active EE | $3,074 | $6,343-51.5% | $5,984-48.6% | $5,287-41.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |