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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 | $13,854 | $65,367-78.8% | $92,915-85.1% | $72,976-81.0% |
| Participation rate | 96.0% | 68.3%+27.7pp | 76.0%+20.0pp | 69.5%+26.5pp |
| Annual return | 25.91% | 42.11%-16.2pp | 109.45%-83.5pp | 81.02%-55.1pp |
| Employer contribution / active EE | $7,698 | $2,594+196.8% | $3,653+110.7% | $2,440+215.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |