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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 | $8,722 | $77,449-88.7% | $69,483-87.4% | $152,909-94.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 9.40% | 39.09%-29.7pp | 28.99%-19.6pp | 345.46%-336.1pp |
| Employer contribution / active EE | $1,178 | $3,316-64.5% | $2,780-57.6% | $4,764-75.3% |
| Participant deferral / active EE | $1,178 | $4,415-73.3% | $3,537-66.7% | $5,851-79.9% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |