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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 | $17,015 | $150,446-88.7% | $136,297-87.5% | $147,585-88.5% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 31.22% | 1049.14%-1017.9pp | 5156.19%-5125.0pp | 578.58%-547.4pp |
| Employer contribution / active EE | $1,797 | $5,256-65.8% | $4,696-61.7% | $4,876-63.1% |
| Participant deferral / active EE | $4,149 | $6,631-37.4% | $6,247-33.6% | $5,439-23.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |