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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 | $22,084 | $144,130-84.7% | $117,861-81.3% | $147,586-85.0% |
| Participation rate | 81.8% | 83.4%-1.6pp | 79.7%+2.2pp | 82.8%-1.0pp |
| Annual return | 17.55% | 531.20%-513.6pp | 335.11%-317.6pp | 578.59%-561.0pp |
| Employer contribution / active EE | $3,108 | $4,897-36.5% | $3,786-17.9% | $4,876-36.3% |
| Participant deferral / active EE | $7,995 | $5,316+50.4% | $4,482+78.4% | $5,439+47.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |