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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 | $14,049 | $160,028-91.2% | $147,080-90.4% | $145,884-90.4% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 28.71% | 98.60%-69.9pp | 420.17%-391.5pp | 551.85%-523.1pp |
| Employer contribution / active EE | $2,817 | $5,286-46.7% | $4,933-42.9% | $4,662-39.6% |
| Participant deferral / active EE | $6,298 | $8,422-25.2% | $8,066-21.9% | $6,690-5.9% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |