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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 | $11,787 | $176,688-93.3% | $130,660-91.0% | $152,897-92.3% |
| Participation rate | 71.4% | 79.0%-7.5pp | 71.7%-0.3pp | 82.5%-11.0pp |
| Annual return | 15.41% | 2693.08%-2677.7pp | 1709.29%-1693.9pp | 345.43%-330.0pp |
| Employer contribution / active EE | $1,070 | $5,743-81.4% | $4,092-73.8% | $4,764-77.5% |
| Participant deferral / active EE | $1,260 | $4,362-71.1% | $3,603-65.0% | $5,851-78.5% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |