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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 | $11,580 | $138,076-91.6% | $123,553-90.6% | $135,380-91.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 3.82% | 153.70%-149.9pp | 119.21%-115.4pp | 519.81%-516.0pp |
| Employer contribution / active EE | $1,393 | $5,152-73.0% | $4,628-69.9% | $4,779-70.9% |
| Participant deferral / active EE | $6,013 | $6,800-11.6% | $6,426-6.4% | $5,609+7.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |