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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 | $41,187 | $254,759-83.8% | $216,567-81.0% | $198,609-79.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 0.00% | 10.04%-10.0pp | 12.94%-12.9pp | 202.70%-202.7pp |
| Employer contribution / active EE | $8,130 | $6,096+33.4% | $5,216+55.9% | $5,055+60.8% |
| Participant deferral / active EE | $32,875 | $6,948+373.2% | $6,191+431.1% | $6,977+371.2% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |