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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 | $12,429 | $107,368-88.4% | $92,915-86.6% | $152,909-91.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 33.55% | 145.64%-112.1pp | 109.45%-75.9pp | 345.46%-311.9pp |
| Employer contribution / active EE | $881 | $4,222-79.1% | $3,653-75.9% | $4,764-81.5% |
| Participant deferral / active EE | $2,589 | $4,848-46.6% | $4,238-38.9% | $5,851-55.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |