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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 | $15,162 | $152,592-90.1% | $125,180-87.9% | $152,885-90.1% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 132.61% | 54.84%+77.8pp | 43.79%+88.8pp | 345.39%-212.8pp |
| Employer contribution / active EE | $4,360 | $4,947-11.9% | $3,866+12.8% | $4,763-8.5% |
| Participant deferral / active EE | $5,450 | $5,868-7.1% | $4,937+10.4% | $5,851-6.9% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |