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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 | $13,924 | $105,856-86.8% | $90,161-84.6% | $147,586-90.6% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.89%-34.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $7,049 | $4,126+70.8% | $3,318+112.4% | $4,876+44.6% |
| Participant deferral / active EE | $4,978 | $5,733-13.2% | $5,287-5.9% | $5,439-8.5% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |