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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 | $5,282 | $90,486-94.2% | $78,676-93.3% | $273,972-98.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 10.32% | 75.62%-65.3pp | 62.19%-51.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,545 | $3,175-51.4% | $2,850-45.8% | $4,869-68.3% |
| Participant deferral / active EE | $1,545 | $3,901-60.4% | $3,517-56.1% | $5,287-70.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |