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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 | $13,937 | $232,540-94.0% | $185,117-92.5% | $147,586-90.6% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 23.95% | 43.03%-19.1pp | 40.50%-16.5pp | 578.59%-554.6pp |
| Employer contribution / active EE | $1,431 | $5,195-72.4% | $4,182-65.8% | $4,876-70.6% |
| Participant deferral / active EE | $3,226 | $5,834-44.7% | $5,045-36.0% | $5,439-40.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |