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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 | $14,407 | $107,363-86.6% | $92,909-84.5% | $152,897-90.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 25.02% | 145.63%-120.6pp | 109.44%-84.4pp | 345.43%-320.4pp |
| Employer contribution / active EE | $1,871 | $4,222-55.7% | $3,653-48.8% | $4,764-60.7% |
| Participant deferral / active EE | $3,530 | $4,848-27.2% | $4,238-16.7% | $5,851-39.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |