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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 | $13,531 | $150,447-91.0% | $136,298-90.1% | $147,586-90.8% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 14.30% | 1049.15%-1034.9pp | 5156.27%-5142.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,473 | $5,256-53.0% | $4,696-47.3% | $4,876-49.3% |
| Participant deferral / active EE | $2,866 | $6,631-56.8% | $6,247-54.1% | $5,439-47.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |