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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 | $18,191 | $144,130-87.4% | $117,861-84.6% | $147,586-87.7% |
| Participation rate | 95.2% | 83.4%+11.8pp | 79.7%+15.6pp | 82.8%+12.4pp |
| Annual return | 18.00% | 531.20%-513.2pp | 335.11%-317.1pp | 578.59%-560.6pp |
| Employer contribution / active EE | $2,010 | $4,897-59.0% | $3,786-46.9% | $4,876-58.8% |
| Participant deferral / active EE | $4,134 | $5,316-22.2% | $4,482-7.8% | $5,439-24.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |