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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 | $13,500 | $99,652-86.5% | $78,778-82.9% | $147,586-90.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 21.73% | 47.28%-25.5pp | 35.62%-13.9pp | 578.59%-556.9pp |
| Employer contribution / active EE | $1,274 | $2,796-54.4% | $1,986-35.8% | $4,876-73.9% |
| Participant deferral / active EE | $2,571 | $3,664-29.8% | $2,958-13.1% | $5,439-52.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |