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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 | $12,314 | $99,652-87.6% | $78,778-84.4% | $147,586-91.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 30.64% | 47.28%-16.6pp | 35.62%-5.0pp | 578.59%-548.0pp |
| Employer contribution / active EE | $2,178 | $2,796-22.1% | $1,986+9.7% | $4,876-55.3% |
| Participant deferral / active EE | $3,600 | $3,664-1.7% | $2,958+21.7% | $5,439-33.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |