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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 | $13,512 | $115,903-88.3% | $100,528-86.6% | $158,966-91.5% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $4,296 | $4,105+4.6% | $3,419+25.7% | $4,762-9.8% |
| Participant deferral / active EE | $5,454 | $6,677-18.3% | $6,271-13.0% | $5,983-8.8% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |