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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 | $12,042 | $176,402-93.2% | $134,162-91.0% | $158,966-92.4% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 70.49% | 63.66%+6.8pp | 36.35%+34.1pp | 302.95%-232.5pp |
| Employer contribution / active EE | $903 | $5,042-82.1% | $3,705-75.6% | $4,762-81.0% |
| Participant deferral / active EE | $4,852 | $4,093+18.6% | $3,500+38.6% | $5,983-18.9% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,250-100.0% |