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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 | $18,465 | $98,240-81.2% | $82,312-77.6% | $147,586-87.5% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 18.32% | 30.85%-12.5pp | 25.88%-7.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,866 | $3,192-41.5% | $2,428-23.2% | $4,876-61.7% |
| Participant deferral / active EE | $3,435 | $4,383-21.6% | $3,706-7.3% | $5,439-36.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |