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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 | $22,164 | $197,637-88.8% | $177,848-87.5% | $158,982-86.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.73% | 58.77%-51.0pp | 48.33%-40.6pp | 302.99%-295.3pp |
| Employer contribution / active EE | $3,864 | $6,698-42.3% | $5,919-34.7% | $4,763-18.9% |
| Participant deferral / active EE | $4,777 | $8,405-43.2% | $7,714-38.1% | $5,983-20.2% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |