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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 | $11,351 | $168,635-93.3% | $147,617-92.3% | $125,389-90.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 7.25% | 77.65%-70.4pp | 61.98%-54.7pp | 282.24%-275.0pp |
| Employer contribution / active EE | $4,511 | $6,252-27.9% | $5,564-18.9% | $4,866-7.3% |
| Participant deferral / active EE | $3,667 | $5,507-33.4% | $4,895-25.1% | $5,352-31.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |