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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 | $9,498 | $91,037-89.6% | $71,671-86.7% | $147,585-93.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 23.71% | 20.48%+3.2pp | 20.65%+3.1pp | 578.57%-554.9pp |
| Employer contribution / active EE | $1,897 | $3,327-43.0% | $2,460-22.9% | $4,876-61.1% |
| Participant deferral / active EE | $3,263 | $4,498-27.5% | $3,438-5.1% | $5,439-40.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |