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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 | $14,403 | $148,582-90.3% | $135,942-89.4% | $139,456-89.7% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 68.38% | 79.26%-10.9pp | 68.28%+0.1pp | 373.45%-305.1pp |
| Employer contribution / active EE | $2,875 | $5,245-45.2% | $4,858-40.8% | $4,753-39.5% |
| Participant deferral / active EE | $3,854 | $8,101-52.4% | $7,759-50.3% | $6,711-42.6% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |