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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 | $14,599 | $160,028-90.9% | $147,080-90.1% | $145,884-90.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.47% | 98.60%-83.1pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $3,092 | $5,286-41.5% | $4,933-37.3% | $4,662-33.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |