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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 | $12,080 | $102,828-88.3% | $105,387-88.5% | $152,909-92.1% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 89.93% | 20.85%+69.1pp | 26.82%+63.1pp | 345.46%-255.5pp |
| Employer contribution / active EE | $2,119 | $4,473-52.6% | $4,213-49.7% | $4,764-55.5% |
| Participant deferral / active EE | $3,996 | $5,465-26.9% | $5,502-27.4% | $5,851-31.7% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,601-100.0% |