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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 | $11,951 | $157,296-92.4% | $141,191-91.5% | $152,897-92.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 37.20% | 64.34%-27.1pp | 71.41%-34.2pp | 345.43%-308.2pp |
| Employer contribution / active EE | $2,588 | $5,262-50.8% | $4,736-45.4% | $4,764-45.7% |
| Participant deferral / active EE | $2,603 | $7,111-63.4% | $6,710-61.2% | $5,851-55.5% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |