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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 | $6,646 | $118,877-94.4% | $96,570-93.1% | $167,536-96.0% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 12.09% | 50.50%-38.4pp | 37.79%-25.7pp | 478.82%-466.7pp |
| Employer contribution / active EE | $2,845 | $3,121-8.8% | $2,357+20.7% | $4,839-41.2% |
| Participant deferral / active EE | $4,594 | $4,617-0.5% | $3,849+19.3% | $6,342-27.6% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |