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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 | $7,646 | $90,484-91.5% | $78,675-90.3% | $273,970-97.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.91% | 75.62%-61.7pp | 62.19%-48.3pp | 41.46%-27.5pp |
| Employer contribution / active EE | $823 | $3,175-74.1% | $2,850-71.1% | $4,869-83.1% |
| Participant deferral / active EE | $4,948 | $3,901+26.8% | $3,517+40.7% | $5,287-6.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |