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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 | $9,686 | $110,212-91.2% | $96,534-90.0% | $139,466-93.1% |
| Participation rate | 86.7% | 78.1%+8.5pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 39.81% | 26.42%+13.4pp | 25.88%+13.9pp | 373.66%-333.9pp |
| Employer contribution / active EE | $2,170 | $3,620-40.1% | $2,965-26.8% | $4,754-54.4% |
| Participant deferral / active EE | $4,333 | $5,547-21.9% | $4,851-10.7% | $6,712-35.4% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |