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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 | $15,814 | $142,430-88.9% | $115,170-86.3% | $152,885-89.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 70.69% | 41.48%+29.2pp | 35.60%+35.1pp | 345.39%-274.7pp |
| Employer contribution / active EE | $1,367 | $4,011-65.9% | $3,179-57.0% | $4,763-71.3% |
| Participant deferral / active EE | $8,230 | $5,165+59.3% | $4,169+97.4% | $5,851+40.7% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,598-100.0% |