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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 | $13,841 | $99,652-86.1% | $78,778-82.4% | $147,586-90.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 7.71% | 47.28%-39.6pp | 35.62%-27.9pp | 578.59%-570.9pp |
| Employer contribution / active EE | $2,394 | $2,796-14.4% | $1,986+20.5% | $4,876-50.9% |
| Participant deferral / active EE | $2,582 | $3,664-29.5% | $2,958-12.7% | $5,439-52.5% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |