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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 | $12,701 | $157,276-91.9% | $141,177-91.0% | $152,885-91.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.87% | 64.33%-29.5pp | 71.40%-36.5pp | 345.39%-310.5pp |
| Employer contribution / active EE | $3,142 | $5,262-40.3% | $4,736-33.7% | $4,763-34.0% |
| Participant deferral / active EE | $4,119 | $7,110-42.1% | $6,710-38.6% | $5,851-29.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |