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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 | $7,681 | $112,915-93.2% | $90,965-91.6% | $158,950-95.2% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 200.02% | 215.75%-15.7pp | 134.57%+65.5pp | 302.91%-102.9pp |
| Employer contribution / active EE | $1,275 | $2,894-55.9% | $2,122-39.9% | $4,762-73.2% |
| Participant deferral / active EE | $4,922 | $4,128+19.2% | $3,373+45.9% | $5,983-17.7% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |