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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 | $14,077 | $105,210-86.6% | $159,487-91.2% | $85,851-83.6% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.8%+14.3pp | 69.3%+27.8pp |
| Annual return | 24.67% | 45.08%-20.4pp | 263.71%-239.0pp | 318.63%-294.0pp |
| Employer contribution / active EE | $5,171 | $3,319+55.8% | $4,831+7.0% | $2,565+101.6% |
| Participant deferral / active EE | $3,961 | $5,946-33.4% | $7,354-46.1% | $3,952+0.2% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |