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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 | $7,174 | $104,664-93.1% | $85,693-91.6% | $167,518-95.7% |
| Participation rate | 91.3% | 76.4%+14.9pp | 69.9%+21.4pp | 82.1%+9.2pp |
| Annual return | 37.82% | 21.45%+16.4pp | 21.49%+16.3pp | 478.71%-440.9pp |
| Employer contribution / active EE | $1,233 | $3,337-63.1% | $2,618-52.9% | $4,838-74.5% |
| Participant deferral / active EE | $1,577 | $4,824-67.3% | $3,923-59.8% | $6,342-75.1% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |