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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 | $19,952 | $157,304-87.3% | $141,197-85.9% | $152,909-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 41.08% | 64.34%-23.3pp | 71.41%-30.3pp | 345.46%-304.4pp |
| Employer contribution / active EE | $3,969 | $5,263-24.6% | $4,736-16.2% | $4,764-16.7% |
| Participant deferral / active EE | $4,778 | $7,111-32.8% | $6,710-28.8% | $5,851-18.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |