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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 | $10,355 | $176,402-94.1% | $134,162-92.3% | $158,982-93.5% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 28.84% | 63.66%-34.8pp | 36.35%-7.5pp | 302.99%-274.1pp |
| Employer contribution / active EE | $3,641 | $5,042-27.8% | $3,705-1.7% | $4,763-23.6% |
| Participant deferral / active EE | $1,381 | $4,093-66.3% | $3,500-60.6% | $5,983-76.9% |
| Admin fee / account holder | $1 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |