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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 | $9,296 | $142,430-93.5% | $115,170-91.9% | $152,897-93.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 38.76% | 41.48%-2.7pp | 35.60%+3.2pp | 345.43%-306.7pp |
| Employer contribution / active EE | $863 | $4,011-78.5% | $3,179-72.9% | $4,764-81.9% |
| Participant deferral / active EE | $4,463 | $5,165-13.6% | $4,169+7.1% | $5,851-23.7% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |