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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 | $10,226 | $103,392-90.1% | $87,104-88.3% | $152,897-93.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 42.83% | 28.10%+14.7pp | 28.19%+14.6pp | 345.43%-302.6pp |
| Employer contribution / active EE | $1,702 | $3,221-47.1% | $2,521-32.5% | $4,764-64.3% |
| Participant deferral / active EE | $4,343 | $4,778-9.1% | $4,048+7.3% | $5,851-25.8% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |