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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 | $19,359 | $165,939-88.3% | $122,354-84.2% | $147,586-86.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 12.86% | 34.56%-21.7pp | 30.28%-17.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $6,000 | $5,754+4.3% | $4,051+48.1% | $4,876+23.0% |
| Participant deferral / active EE | $2,730 | $4,005-31.8% | $3,287-17.0% | $5,439-49.8% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |