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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 | $13,098 | $152,619-91.4% | $125,195-89.5% | $152,909-91.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.99% | 54.85%-31.9pp | 43.79%-20.8pp | 345.46%-322.5pp |
| Employer contribution / active EE | $3,120 | $4,947-36.9% | $3,866-19.3% | $4,764-34.5% |
| Participant deferral / active EE | $3,781 | $5,869-35.6% | $4,937-23.4% | $5,851-35.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |