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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 | $11,714 | $83,337-85.9% | $67,834-82.7% | $273,972-95.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 21.47% | 259.45%-238.0pp | 138.47%-117.0pp | 41.46%-20.0pp |
| Employer contribution / active EE | $4,400 | $3,287+33.9% | $2,403+83.1% | $4,869-9.6% |
| Participant deferral / active EE | $3,282 | $4,088-19.7% | $3,160+3.9% | $5,287-37.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |