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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 | $9,585 | $89,370-89.3% | $141,197-93.2% | $72,976-86.9% |
| Participation rate | 90.2% | 75.1%+15.1pp | 82.5%+7.7pp | 69.5%+20.7pp |
| Annual return | 40.58% | 111.88%-71.3pp | 71.41%-30.8pp | 81.02%-40.4pp |
| Employer contribution / active EE | $2,399 | $3,115-23.0% | $4,736-49.3% | $2,440-1.7% |
| Participant deferral / active EE | $4,403 | $5,419-18.8% | $6,710-34.4% | $3,608+22.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |