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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 | $13,542 | $105,856-87.2% | $90,161-85.0% | $147,586-90.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 28.09% | 37.63%-9.5pp | 34.89%-6.8pp | 578.59%-550.5pp |
| Employer contribution / active EE | $9,077 | $4,126+120.0% | $3,318+173.6% | $4,876+86.1% |
| Participant deferral / active EE | $13,257 | $5,733+131.3% | $5,287+150.7% | $5,439+143.8% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |