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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 | $14,201 | $157,304-91.0% | $141,197-89.9% | $152,909-90.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 44.26% | 64.34%-20.1pp | 71.41%-27.1pp | 345.46%-301.2pp |
| Employer contribution / active EE | $1,475 | $5,263-72.0% | $4,736-68.9% | $4,764-69.0% |
| Participant deferral / active EE | $8,181 | $7,111+15.0% | $6,710+21.9% | $5,851+39.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |