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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 | $10,891 | $106,918-89.8% | $84,021-87.0% | $152,897-92.9% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.5%+0.9pp |
| Annual return | 28.76% | 105.01%-76.2pp | 71.32%-42.6pp | 345.43%-316.7pp |
| Employer contribution / active EE | $2,835 | $2,735+3.7% | $1,984+42.9% | $4,764-40.5% |
| Participant deferral / active EE | $3,518 | $4,012-12.3% | $3,239+8.6% | $5,851-39.9% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |