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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 | $10,256 | $166,089-93.8% | $164,928-93.8% | $145,978-93.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.21% | 100.26%-85.0pp | 70.08%-54.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $1,574 | $5,276-70.2% | $4,343-63.8% | $4,662-66.2% |
| Participant deferral / active EE | $3,473 | $6,961-50.1% | $6,034-42.4% | $6,690-48.1% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |