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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 | $12,279 | $112,935-89.1% | $90,970-86.5% | $158,966-92.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.26% | 215.79%-197.5pp | 134.58%-116.3pp | 302.95%-284.7pp |
| Employer contribution / active EE | $4,421 | $2,895+52.7% | $2,122+108.3% | $4,762-7.2% |
| Participant deferral / active EE | $1,641 | $4,129-60.3% | $3,373-51.4% | $5,983-72.6% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |