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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 | $159,978-91.2% | $147,041-90.4% | $145,978-90.4% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 28.71% | 98.36%-69.7pp | 419.21%-390.5pp | 550.52%-521.8pp |
| Employer contribution / active EE | $2,817 | $5,288-46.7% | $4,935-42.9% | $4,662-39.6% |
| Participant deferral / active EE | $6,298 | $8,429-25.3% | $8,071-22.0% | $6,690-5.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |