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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 | $19,478 | $226,105-91.4% | $182,540-89.3% | $152,897-87.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 14.22% | 192.58%-178.4pp | 148.58%-134.4pp | 345.43%-331.2pp |
| Employer contribution / active EE | $528 | $4,978-89.4% | $4,076-87.0% | $4,764-88.9% |
| Participant deferral / active EE | $8,490 | $6,370+33.3% | $5,525+53.7% | $5,851+45.1% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |