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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 | $13,124 | $115,903-88.7% | $100,528-86.9% | $158,966-91.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 43.47% | 34.80%+8.7pp | 30.90%+12.6pp | 302.95%-259.5pp |
| Employer contribution / active EE | $2,005 | $4,105-51.1% | $3,419-41.3% | $4,762-57.9% |
| Participant deferral / active EE | $2,507 | $6,677-62.5% | $6,271-60.0% | $5,983-58.1% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |