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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 | $24,712 | $98,766-75.0% | $149,730-83.5% | $79,852-69.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 37.86% | 27.43%+10.4pp | 276.70%-238.8pp | 31.72%+6.1pp |
| Employer contribution / active EE | $2,752 | $3,217-14.5% | $4,645-40.8% | $2,471+11.3% |
| Participant deferral / active EE | $3,339 | $5,681-41.2% | $6,843-51.2% | $3,740-10.7% |
| Admin fee / account holder | $0 | $6,052-100.0% | $9,310-100.0% | $5,306-100.0% |