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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 | $13,023 | $144,130-91.0% | $117,861-89.0% | $147,586-91.2% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 23.52% | 531.20%-507.7pp | 335.11%-311.6pp | 578.59%-555.1pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $27 | $10,887-99.7% | $8,021-99.7% | $10,886-99.7% |