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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 | $11,895 | $103,392-88.5% | $87,104-86.3% | $152,897-92.2% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,173 | $3,221-32.5% | $2,521-13.8% | $4,764-54.4% |
| Participant deferral / active EE | $7,255 | $4,778+51.8% | $4,048+79.2% | $5,851+24.0% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |