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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 | $17,962 | $124,346-85.6% | $111,306-83.9% | $167,553-89.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.98% | 37.46%-20.5pp | 54.67%-37.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $2,823 | $3,438-17.9% | $2,732+3.3% | $4,840-41.7% |
| Participant deferral / active EE | $7,072 | $5,182+36.5% | $4,488+57.6% | $6,343+11.5% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |