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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 | $7,483 | $93,346-92.0% | $71,796-89.6% | $273,972-97.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 16.16% | 130.39%-114.2pp | 78.04%-61.9pp | 41.46%-25.3pp |
| Employer contribution / active EE | $690 | $2,733-74.8% | $1,924-64.2% | $4,869-85.8% |
| Participant deferral / active EE | $4,044 | $3,475+16.4% | $2,794+44.7% | $5,287-23.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |