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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 | $17,965 | $232,540-92.3% | $185,117-90.3% | $147,586-87.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.99% | 43.03%-30.0pp | 40.50%-27.5pp | 578.59%-565.6pp |
| Employer contribution / active EE | $3,200 | $5,195-38.4% | $4,182-23.5% | $4,876-34.4% |
| Participant deferral / active EE | $4,490 | $5,834-23.0% | $5,045-11.0% | $5,439-17.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |