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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 | $17,134 | $104,251-83.6% | $91,004-81.2% | $147,586-88.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 37.40% | 27.06%+10.3pp | 4.60%+32.8pp | 578.59%-541.2pp |
| Employer contribution / active EE | $3,803 | $3,116+22.1% | $2,456+54.9% | $4,876-22.0% |
| Participant deferral / active EE | $9,169 | $4,195+118.6% | $3,548+158.4% | $5,439+68.6% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |