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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 | $14,745 | $93,346-84.2% | $71,796-79.5% | $273,972-94.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.61% | 130.39%-121.8pp | 78.04%-69.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $2,334 | $2,733-14.6% | $1,924+21.3% | $4,869-52.1% |
| Participant deferral / active EE | $10,464 | $3,475+201.1% | $2,794+274.5% | $5,287+97.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |