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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 | $8,776 | $144,130-93.9% | $117,861-92.6% | $147,586-94.1% |
| Participation rate | 92.9% | 83.4%+9.4pp | 79.7%+13.2pp | 82.8%+10.0pp |
| Annual return | 11.37% | 531.20%-519.8pp | 335.11%-323.7pp | 578.59%-567.2pp |
| Employer contribution / active EE | $2,713 | $4,897-44.6% | $3,786-28.4% | $4,876-44.4% |
| Participant deferral / active EE | $4,473 | $5,316-15.9% | $4,482-0.2% | $5,439-17.8% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |