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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 | $19,027 | $197,819-90.4% | $155,789-87.8% | $125,388-84.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 7.13% | 86.73%-79.6pp | 71.54%-64.4pp | 282.24%-275.1pp |
| Employer contribution / active EE | $2,955 | $4,850-39.1% | $3,839-23.0% | $4,866-39.3% |
| Participant deferral / active EE | $6,472 | $5,631+14.9% | $4,798+34.9% | $5,352+20.9% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |