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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 | $13,290 | $106,008-87.5% | $92,240-85.6% | $147,586-91.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 21.83% | 50.05%-28.2pp | 176.29%-154.5pp | 578.59%-556.8pp |
| Employer contribution / active EE | $755 | $4,333-82.6% | $3,680-79.5% | $4,876-84.5% |
| Participant deferral / active EE | $2,239 | $4,478-50.0% | $3,897-42.6% | $5,439-58.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |