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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 | $8,752 | $110,212-92.1% | $96,534-90.9% | $139,466-93.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 272.83% | 26.42%+246.4pp | 25.88%+247.0pp | 373.66%-100.8pp |
| Employer contribution / active EE | $1,780 | $3,620-50.8% | $2,965-40.0% | $4,754-62.6% |
| Participant deferral / active EE | $6,227 | $5,547+12.2% | $4,851+28.4% | $6,712-7.2% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |